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
$277M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$991K
3
+$690K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$615K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$604K

Top Sells

1
+$24.1M
2
+$943K
3
+$468K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$282K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$207K

Sector Composition

1 Technology 2.42%
2 Consumer Discretionary 2.18%
3 Communication Services 2.1%
4 Financials 1.82%
5 Energy 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36K 0.01%
421
252
$35K 0.01%
721
+5
253
$34K 0.01%
1,052
+1
254
$33K 0.01%
715
255
$32K 0.01%
110
+10
256
$32K 0.01%
150
+100
257
$32K 0.01%
1,779
+799
258
$32K 0.01%
588
259
$31K 0.01%
700
260
$30K 0.01%
281
261
$29K 0.01%
+130
262
$29K 0.01%
482
263
$28K 0.01%
650
-288
264
$28K 0.01%
845
265
$28K 0.01%
270
266
$28K 0.01%
768
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267
$28K 0.01%
52
268
$28K 0.01%
121
269
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200
270
$28K 0.01%
700
271
$27K 0.01%
290
272
$27K 0.01%
318
273
$27K 0.01%
1,500
274
$26K 0.01%
+2,151
275
$26K 0.01%
438
9 10
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12 13