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
251
$36K 0.01%
163
252
$36K 0.01%
525
253
$36K 0.01%
421
254
$35K 0.01%
463
+2
255
$35K 0.01%
700
256
$35K 0.01%
716
+213
257
$34K 0.01%
55
+45
258
$34K 0.01%
1,500
259
$34K 0.01%
123
260
$33K 0.01%
450
261
$33K 0.01%
2,000
-2,635
262
$32K 0.01%
+450
263
$30K 0.01%
845
264
$30K 0.01%
281
265
$30K 0.01%
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266
$30K 0.01%
+354
267
$29K 0.01%
715
268
$29K 0.01%
482
269
$29K 0.01%
594
270
$29K 0.01%
1,051
-399
271
$28K 0.01%
124
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272
$28K 0.01%
270
273
$28K 0.01%
100
274
$28K 0.01%
1,500
275
$27K 0.01%
766
9 10
11
12 13