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
$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
276
$25K 0.01%
+246
277
$25K 0.01%
+385
278
$24K 0.01%
+845
279
$24K 0.01%
+592
280
$24K 0.01%
+123
281
$23K 0.01%
+203
282
$23K 0.01%
+270
283
$23K 0.01%
+1,040
284
$23K 0.01%
+600
285
$22K 0.01%
+685
286
$22K 0.01%
+117
287
$21K 0.01%
+100
288
$21K 0.01%
+693
289
$20K 0.01%
+603
290
$20K 0.01%
+1,000
291
$20K 0.01%
+284
292
$20K 0.01%
+255
293
$19K 0.01%
+78
294
$19K 0.01%
+225
295
$19K 0.01%
+316
296
$19K 0.01%
+198
297
$19K 0.01%
+1,185
298
$19K 0.01%
+1,115
299
$19K 0.01%
+3,304
300
$18K 0.01%
+1,750
10 11
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