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
$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
276
$17K 0.01%
342
+108
277
$17K 0.01%
715
278
$17K 0.01%
198
279
$17K 0.01%
1,040
280
$17K 0.01%
594
281
$17K 0.01%
4,625
282
$16K 0.01%
+296
283
$16K 0.01%
158
284
$16K 0.01%
475
+350
285
$16K 0.01%
284
286
$15K 0.01%
+596
287
$15K 0.01%
250
288
$15K 0.01%
104
289
$15K 0.01%
177
290
$15K 0.01%
300
291
$14K 0.01%
25
292
$14K 0.01%
88
293
$14K 0.01%
100
294
$14K 0.01%
1,000
295
$14K 0.01%
+194
296
$14K 0.01%
240
+65
297
$14K 0.01%
460
298
$14K 0.01%
+1,691
299
$13K 0.01%
105
300
$13K 0.01%
222
10 11
12
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