FCM

Firestone Capital Management Portfolio holdings

AUM $425M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$23.1M
3
+$15.1M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$13.3M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$9.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.47%
2 Financials 1.88%
3 Industrials 1.81%
4 Technology 1.72%
5 Utilities 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.02%
+200
227
$41K 0.02%
+1,500
228
$41K 0.02%
+468
229
$41K 0.02%
+720
230
$40K 0.02%
+410
231
$40K 0.02%
+1,000
232
$39K 0.02%
+700
233
$39K 0.02%
+370
234
$38K 0.02%
+276
235
$38K 0.02%
+1,245
236
$38K 0.02%
+1,927
237
$38K 0.02%
+978
238
$37K 0.02%
+240
239
$37K 0.02%
+184
240
$37K 0.02%
+1,750
241
$36K 0.02%
+650
242
$36K 0.02%
+320
243
$36K 0.02%
+1,948
244
$35K 0.01%
+464
245
$35K 0.01%
+318
246
$34K 0.01%
+249
247
$34K 0.01%
+525
248
$33K 0.01%
+901
249
$33K 0.01%
+620
250
$33K 0.01%
+1,214
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