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
276
$15K 0.01%
675
277
$15K 0.01%
260
+5
278
$15K 0.01%
866
-5,874
279
$14K 0.01%
603
280
$14K 0.01%
715
281
$14K 0.01%
119
282
$14K 0.01%
316
283
$14K 0.01%
198
284
$14K 0.01%
104
285
$14K 0.01%
284
286
$13K 0.01%
100
287
$13K 0.01%
700
288
$13K 0.01%
1,000
289
$13K 0.01%
177
290
$13K 0.01%
+300
291
$12K 0.01%
105
292
$12K 0.01%
222
-303
293
$12K 0.01%
250
294
$12K 0.01%
213
295
$12K 0.01%
3,304
296
$12K 0.01%
+600
297
$11K 0.01%
+430
298
$11K 0.01%
75
-42
299
$11K 0.01%
428
+2
300
$11K 0.01%
110
10 11
12
13 14