FCM

Firestone Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$790K
3
+$761K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$572K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$483K

Top Sells

1
+$738K
2
+$488K
3
+$339K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$337K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$274K

Sector Composition

1 Technology 1.83%
2 Utilities 1.72%
3 Industrials 1.62%
4 Energy 1.61%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.01%
240
227
$27K 0.01%
247
228
$26K 0.01%
450
229
$26K 0.01%
797
-300
230
$26K 0.01%
482
231
$26K 0.01%
1,238
+24
232
$26K 0.01%
3,026
233
$25K 0.01%
179
234
$25K 0.01%
1,665
+825
235
$25K 0.01%
2,896
236
$24K 0.01%
1,012
237
$24K 0.01%
1,750
238
$24K 0.01%
736
239
$24K 0.01%
467
+3
240
$24K 0.01%
+1,500
241
$23K 0.01%
1,500
242
$23K 0.01%
723
243
$22K 0.01%
490
244
$22K 0.01%
360
245
$21K 0.01%
354
+1
246
$21K 0.01%
385
247
$21K 0.01%
2,125
248
$20K 0.01%
1,477
249
$20K 0.01%
+688
250
$20K 0.01%
203
8 9
10
11 12