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
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$23.1M
3
+$15.1M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$13.3M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$9.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.47%
2 Financials 1.88%
3 Industrials 1.81%
4 Technology 1.72%
5 Utilities 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
+360
327
$13K 0.01%
+215
328
$13K 0.01%
+650
329
$13K 0.01%
+105
330
$13K 0.01%
+119
331
$13K 0.01%
+150
332
$12K 0.01%
+110
333
$12K 0.01%
+80
334
$12K 0.01%
+65
335
$12K 0.01%
+81
336
$12K 0.01%
+237
337
$12K 0.01%
+215
338
$12K 0.01%
+551
339
$11K ﹤0.01%
+65
340
$11K ﹤0.01%
+200
341
$11K ﹤0.01%
+40
342
$11K ﹤0.01%
+60
343
$11K ﹤0.01%
+570
344
$11K ﹤0.01%
+915
345
$11K ﹤0.01%
+426
346
$11K ﹤0.01%
+500
347
$10K ﹤0.01%
+304
348
$10K ﹤0.01%
+475
349
$10K ﹤0.01%
+963
350
$10K ﹤0.01%
+90
12 13
14
15 16