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
301
$20K 0.01%
1,000
302
$20K 0.01%
300
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$20K 0.01%
430
304
$19K 0.01%
76
305
$19K 0.01%
178
306
$19K 0.01%
177
307
$19K 0.01%
460
308
$19K 0.01%
850
-55
309
$18K 0.01%
96
310
$18K 0.01%
355
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311
$18K 0.01%
284
312
$18K 0.01%
725
-1,275
313
$18K 0.01%
430
314
$17K 0.01%
400
315
$17K 0.01%
158
316
$16K 0.01%
296
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$16K 0.01%
128
318
$16K 0.01%
+457
319
$16K 0.01%
300
320
$15K 0.01%
65
321
$15K 0.01%
223
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$15K 0.01%
52
323
$15K 0.01%
183
324
$15K 0.01%
+275
325
$15K 0.01%
100
11 12
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