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
301
$11K 0.01%
25
-24
302
$11K 0.01%
234
+2
303
$11K 0.01%
80
304
$11K 0.01%
214
305
$11K 0.01%
150
306
$11K 0.01%
178
307
$11K 0.01%
460
308
$10K 0.01%
80
-25
309
$10K 0.01%
600
-150
310
$10K 0.01%
183
311
$10K 0.01%
126
-120
312
$10K 0.01%
1,948
313
$10K 0.01%
1,000
+85
314
$10K 0.01%
1,115
315
$10K 0.01%
482
+7
316
$10K 0.01%
215
317
$10K 0.01%
848
318
$10K 0.01%
80
319
$9K ﹤0.01%
65
320
$9K ﹤0.01%
40
321
$9K ﹤0.01%
438
322
$9K ﹤0.01%
65
323
$9K ﹤0.01%
81
324
$9K ﹤0.01%
+230
325
$8K ﹤0.01%
693
11 12
13
14 15