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
$281M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.44M
3
+$1.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$832K

Top Sells

1
+$1.45M
2
+$744K
3
+$673K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$556K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.62%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.02%
+1,080
227
$51K 0.02%
470
228
$51K 0.02%
4,300
229
$50K 0.02%
733
230
$49K 0.02%
200
231
$48K 0.02%
1,700
232
$48K 0.02%
309
233
$47K 0.02%
1,012
234
$47K 0.02%
370
235
$46K 0.02%
1,202
+387
236
$45K 0.02%
938
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237
$45K 0.02%
360
238
$44K 0.02%
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239
$41K 0.01%
695
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240
$40K 0.01%
720
241
$39K 0.01%
410
242
$39K 0.01%
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243
$39K 0.01%
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244
$38K 0.01%
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246
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249
$37K 0.01%
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250
$36K 0.01%
482
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10
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