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
$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
351
$12K ﹤0.01%
848
352
$11K ﹤0.01%
186
353
$11K ﹤0.01%
172
+1
354
$11K ﹤0.01%
250
355
$11K ﹤0.01%
150
356
$11K ﹤0.01%
100
357
$11K ﹤0.01%
1,000
358
$11K ﹤0.01%
+108
359
$11K ﹤0.01%
50
360
$11K ﹤0.01%
40
+15
361
$11K ﹤0.01%
113
+1
362
$10K ﹤0.01%
16
363
$10K ﹤0.01%
185
364
$10K ﹤0.01%
1,185
365
$10K ﹤0.01%
600
366
$10K ﹤0.01%
482
367
$10K ﹤0.01%
500
368
$10K ﹤0.01%
+1,000
369
$9K ﹤0.01%
+50
370
$9K ﹤0.01%
50
371
$9K ﹤0.01%
1,005
+5
372
$9K ﹤0.01%
232
373
$9K ﹤0.01%
254
374
$9K ﹤0.01%
141
375
$9K ﹤0.01%
420
13 14
15
16 17