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
$281M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.45M
3
+$1.29M
4
VTV icon
Vanguard Value ETF
VTV
+$1.15M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$796K

Top Sells

1
+$1.48M
2
+$747K
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$569K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$429K

Sector Composition

1 Technology 2.39%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.64%
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%
40
+15
353
$11K ﹤0.01%
113
+1
354
$11K ﹤0.01%
250
355
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150
356
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100
357
$11K ﹤0.01%
1,000
358
$11K ﹤0.01%
186
359
$11K ﹤0.01%
172
+1
360
$11K ﹤0.01%
+108
361
$11K ﹤0.01%
50
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%
1,005
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371
$9K ﹤0.01%
232
372
$9K ﹤0.01%
+50
373
$9K ﹤0.01%
254
374
$9K ﹤0.01%
142
375
$9K ﹤0.01%
420
13 14
15
16 17