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
$192M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$790K
3
+$761K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$572K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$483K

Top Sells

1
+$738K
2
+$488K
3
+$339K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$337K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$274K

Sector Composition

1 Technology 1.83%
2 Utilities 1.72%
3 Industrials 1.62%
4 Energy 1.61%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
+4,625
352
$6K ﹤0.01%
124
-120
353
$6K ﹤0.01%
117
354
$5K ﹤0.01%
+216
355
$5K ﹤0.01%
500
356
$5K ﹤0.01%
+25
357
$5K ﹤0.01%
300
358
$5K ﹤0.01%
368
359
$5K ﹤0.01%
100
360
$5K ﹤0.01%
512
361
$5K ﹤0.01%
180
-180
362
$5K ﹤0.01%
+175
363
$5K ﹤0.01%
134
364
$5K ﹤0.01%
42
365
$5K ﹤0.01%
43
366
$5K ﹤0.01%
420
367
$4K ﹤0.01%
41
368
$4K ﹤0.01%
1,750
369
$4K ﹤0.01%
100
+50
370
$4K ﹤0.01%
140
371
$4K ﹤0.01%
60
372
$4K ﹤0.01%
+125
373
$4K ﹤0.01%
27
-503
374
$4K ﹤0.01%
143
375
$4K ﹤0.01%
100
-900
13 14
15
16 17