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
$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
326
$15K 0.01%
551
327
$15K 0.01%
+290
328
$14K 0.01%
290
329
$14K 0.01%
41
330
$14K 0.01%
80
331
$14K 0.01%
237
332
$14K 0.01%
3,303
-1
333
$14K 0.01%
848
334
$13K ﹤0.01%
65
335
$13K ﹤0.01%
83
336
$13K ﹤0.01%
100
337
$13K ﹤0.01%
100
338
$13K ﹤0.01%
60
339
$13K ﹤0.01%
43
340
$13K ﹤0.01%
213
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$13K ﹤0.01%
650
342
$13K ﹤0.01%
150
343
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$13K ﹤0.01%
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345
$13K ﹤0.01%
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346
$12K ﹤0.01%
40
347
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16
348
$12K ﹤0.01%
304
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$12K ﹤0.01%
492
350
$12K ﹤0.01%
150
12 13
14
15 16