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
$216M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.49M
3
+$1.17M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$828K

Top Sells

1
+$2.36M
2
+$2.06M
3
+$1.27M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$574K

Sector Composition

1 Technology 2.07%
2 Consumer Discretionary 1.73%
3 Energy 1.73%
4 Communication Services 1.71%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
120
-67
227
$29K 0.01%
482
228
$28K 0.01%
797
229
$28K 0.01%
1,500
230
$28K 0.01%
179
231
$28K 0.01%
1,665
232
$28K 0.01%
738
-1,051
233
$27K 0.01%
1,012
234
$27K 0.01%
1,750
235
$27K 0.01%
723
236
$27K 0.01%
360
237
$26K 0.01%
490
238
$26K 0.01%
131
+1
239
$25K 0.01%
1,303
-2,525
240
$25K 0.01%
123
241
$25K 0.01%
+249
242
$25K 0.01%
2,125
243
$24K 0.01%
53
-98
244
$24K 0.01%
1,477
245
$23K 0.01%
357
+3
246
$23K 0.01%
163
+82
247
$23K 0.01%
581
-155
248
$23K 0.01%
318
249
$22K 0.01%
203
250
$22K 0.01%
845
8 9
10
11 12