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
$216M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.49M
3
+$1.17M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$828K

Top Sells

1
+$2.36M
2
+$2.06M
3
+$1.27M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$574K

Sector Composition

1 Technology 2.07%
2 Consumer Discretionary 1.73%
3 Energy 1.73%
4 Communication Services 1.71%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
300
352
$6K ﹤0.01%
25
353
$6K ﹤0.01%
86
354
$6K ﹤0.01%
+65
355
$6K ﹤0.01%
300
356
$6K ﹤0.01%
100
357
$6K ﹤0.01%
190
+70
358
$6K ﹤0.01%
492
-20
359
$6K ﹤0.01%
124
360
$6K ﹤0.01%
551
361
$5K ﹤0.01%
24
-5
362
$5K ﹤0.01%
+126
363
$5K ﹤0.01%
116
+30
364
$5K ﹤0.01%
226
+120
365
$5K ﹤0.01%
60
366
$5K ﹤0.01%
219
-1,019
367
$5K ﹤0.01%
129
-5
368
$5K ﹤0.01%
37
-5
369
$5K ﹤0.01%
140
-2
370
$5K ﹤0.01%
380
-40
371
$5K ﹤0.01%
93
-24
372
$5K ﹤0.01%
500
373
$4K ﹤0.01%
14
374
$4K ﹤0.01%
10
375
$4K ﹤0.01%
368
13 14
15
16 17