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
251
$22K 0.01%
1,799
252
$22K 0.01%
202
+159
253
$22K 0.01%
1,000
254
$22K 0.01%
385
255
$21K 0.01%
100
256
$21K 0.01%
675
257
$21K 0.01%
127
258
$21K 0.01%
421
-184
259
$21K 0.01%
1,500
260
$20K 0.01%
450
261
$20K 0.01%
127
262
$20K 0.01%
865
+5
263
$20K 0.01%
260
264
$20K 0.01%
+251
265
$19K 0.01%
138
266
$19K 0.01%
700
267
$19K 0.01%
1,050
-350
268
$18K 0.01%
78
269
$18K 0.01%
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270
$18K 0.01%
270
271
$18K 0.01%
316
272
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273
$18K 0.01%
366
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274
$18K 0.01%
375
275
$17K 0.01%
715
9 10
11
12 13