FCM

Firestone Capital Management Portfolio holdings

AUM $471M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
+$994K
3
+$937K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$735K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$630K

Top Sells

1
+$751K
2
+$593K
3
+$409K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$339K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$327K

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%
149
-66
352
$6K ﹤0.01%
1,000
353
$6K ﹤0.01%
551
354
$5K ﹤0.01%
368
355
$5K ﹤0.01%
+25
356
$5K ﹤0.01%
300
357
$5K ﹤0.01%
100
358
$5K ﹤0.01%
512
359
$5K ﹤0.01%
180
-180
360
$5K ﹤0.01%
+175
361
$5K ﹤0.01%
134
362
$5K ﹤0.01%
42
363
$5K ﹤0.01%
43
364
$5K ﹤0.01%
420
365
$5K ﹤0.01%
+216
366
$5K ﹤0.01%
500
367
$4K ﹤0.01%
41
368
$4K ﹤0.01%
300
369
$4K ﹤0.01%
592
370
$4K ﹤0.01%
79
371
$4K ﹤0.01%
222
372
$4K ﹤0.01%
1,750
373
$4K ﹤0.01%
100
+50
374
$4K ﹤0.01%
140
375
$4K ﹤0.01%
60
13 14
15
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