FCM

Firestone Capital Management Portfolio holdings

AUM $471M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
+$2.02M
2
+$1.45M
3
+$1.29M
4
VTV icon
Vanguard Value ETF
VTV
+$1.15M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$796K

Top Sells

1
+$1.48M
2
+$747K
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$569K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$429K

Sector Composition

1 Technology 2.39%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.64%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27K 0.01%
520
277
$27K 0.01%
1,477
278
$27K 0.01%
200
+80
279
$27K 0.01%
700
280
$26K 0.01%
+290
281
$26K 0.01%
318
282
$26K 0.01%
121
283
$25K 0.01%
438
284
$25K 0.01%
316
285
$25K 0.01%
198
286
$25K 0.01%
1,799
287
$25K 0.01%
770
288
$24K 0.01%
105
289
$24K 0.01%
127
290
$24K 0.01%
181
291
$24K 0.01%
260
292
$23K 0.01%
209
293
$23K 0.01%
115
294
$23K 0.01%
526
-93
295
$23K 0.01%
1,115
296
$23K 0.01%
844
+2
297
$23K 0.01%
700
298
$22K 0.01%
214
299
$22K 0.01%
903
-400
300
$22K 0.01%
1,000
10 11
12
13 14