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
251
$20K 0.01%
130
252
$19K 0.01%
845
253
$19K 0.01%
605
+128
254
$19K 0.01%
1,400
+200
255
$19K 0.01%
1,000
256
$18K 0.01%
+399
257
$18K 0.01%
+127
258
$18K 0.01%
1,799
259
$18K 0.01%
1,040
260
$18K 0.01%
123
261
$17K 0.01%
138
-138
262
$17K 0.01%
860
-1,306
263
$17K 0.01%
100
264
$17K 0.01%
318
265
$16K 0.01%
78
266
$16K 0.01%
127
-122
267
$16K 0.01%
594
-384
268
$16K 0.01%
+1,050
269
$16K 0.01%
1,122
+744
270
$16K 0.01%
189
271
$16K 0.01%
375
-3,860
272
$15K 0.01%
88
-96
273
$15K 0.01%
+455
274
$15K 0.01%
270
275
$15K 0.01%
158
-100
9 10
11
12 13