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
$281M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.44M
3
+$1.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$832K

Top Sells

1
+$1.45M
2
+$744K
3
+$673K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$556K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.62%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
41
327
$14K 0.01%
100
328
$14K 0.01%
65
329
$14K 0.01%
183
330
$14K 0.01%
237
331
$14K 0.01%
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332
$14K 0.01%
128
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333
$13K ﹤0.01%
290
334
$13K ﹤0.01%
60
335
$13K ﹤0.01%
80
336
$13K ﹤0.01%
43
337
$13K ﹤0.01%
213
338
$13K ﹤0.01%
650
339
$13K ﹤0.01%
150
340
$13K ﹤0.01%
1,000
341
$13K ﹤0.01%
3,304
+174
342
$13K ﹤0.01%
551
343
$12K ﹤0.01%
65
344
$12K ﹤0.01%
83
345
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100
346
$12K ﹤0.01%
+256
347
$12K ﹤0.01%
304
348
$12K ﹤0.01%
+52
349
$12K ﹤0.01%
190
350
$12K ﹤0.01%
492
12 13
14
15 16