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
$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
251
$33K 0.01%
+620
252
$33K 0.01%
+2,125
253
$32K 0.01%
+780
254
$32K 0.01%
+536
255
$31K 0.01%
+490
256
$31K 0.01%
+179
257
$30K 0.01%
+1,012
258
$30K 0.01%
+130
259
$30K 0.01%
+736
260
$30K 0.01%
+300
261
$29K 0.01%
+1,452
262
$29K 0.01%
+1,477
263
$29K 0.01%
+861
264
$29K 0.01%
+8,345
265
$28K 0.01%
+258
266
$28K 0.01%
+450
267
$28K 0.01%
+482
268
$28K 0.01%
+510
269
$27K 0.01%
+715
270
$27K 0.01%
+247
271
$26K 0.01%
+280
272
$26K 0.01%
+353
273
$26K 0.01%
+1,000
274
$26K 0.01%
+500
275
$25K 0.01%
+49
9 10
11
12 13