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
$277M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$991K
3
+$690K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$615K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$604K

Top Sells

1
+$24.1M
2
+$943K
3
+$468K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$282K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$207K

Sector Composition

1 Technology 2.42%
2 Consumer Discretionary 2.18%
3 Communication Services 2.1%
4 Financials 1.82%
5 Energy 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
+1,000
352
$12K ﹤0.01%
174
+2
353
$11K ﹤0.01%
114
+1
354
$11K ﹤0.01%
190
355
$11K ﹤0.01%
600
356
$11K ﹤0.01%
1,000
357
$11K ﹤0.01%
186
358
$10K ﹤0.01%
+1,000
359
$10K ﹤0.01%
250
360
$9K ﹤0.01%
1,005
361
$9K ﹤0.01%
140
362
$9K ﹤0.01%
201
363
$9K ﹤0.01%
500
364
$8K ﹤0.01%
50
365
$8K ﹤0.01%
50
366
$8K ﹤0.01%
131
367
$8K ﹤0.01%
116
368
$8K ﹤0.01%
+300
369
$8K ﹤0.01%
129
370
$8K ﹤0.01%
420
371
$8K ﹤0.01%
9
372
$8K ﹤0.01%
73
373
$8K ﹤0.01%
120
374
$8K ﹤0.01%
20
375
$8K ﹤0.01%
101
13 14
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16 17