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
$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
276
$26K 0.01%
316
277
$26K 0.01%
198
278
$26K 0.01%
181
279
$25K 0.01%
+208
280
$25K 0.01%
584
-10
281
$25K 0.01%
1,477
282
$24K 0.01%
903
283
$24K 0.01%
770
284
$24K 0.01%
510
+460
285
$24K 0.01%
209
286
$24K 0.01%
115
287
$23K 0.01%
105
288
$23K 0.01%
214
289
$23K 0.01%
104
290
$23K 0.01%
1,115
291
$23K 0.01%
260
292
$23K 0.01%
846
+2
293
$22K 0.01%
202
294
$22K 0.01%
249
295
$22K 0.01%
336
296
$22K 0.01%
1,948
297
$21K 0.01%
1,040
298
$21K 0.01%
285
299
$20K 0.01%
562
300
$20K 0.01%
+201
10 11
12
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