FCM

Firestone Capital Management Portfolio holdings

AUM $425M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
301
$13K 0.01%
214
302
$13K 0.01%
213
303
$13K 0.01%
150
304
$13K 0.01%
178
305
$13K 0.01%
430
306
$13K 0.01%
75
307
$13K 0.01%
3,172
-132
308
$12K 0.01%
710
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309
$12K 0.01%
183
310
$12K 0.01%
126
311
$12K 0.01%
1,115
312
$12K 0.01%
592
313
$12K 0.01%
215
314
$11K 0.01%
111
+1
315
$11K 0.01%
600
316
$11K 0.01%
100
-50
317
$11K 0.01%
438
318
$11K 0.01%
65
319
$11K 0.01%
340
320
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321
$11K 0.01%
+186
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$10K ﹤0.01%
65
323
$10K ﹤0.01%
80
324
$10K ﹤0.01%
41
+1
325
$10K ﹤0.01%
+185
11 12
13
14 15