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
$192M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$790K
3
+$761K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$572K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$483K

Top Sells

1
+$738K
2
+$488K
3
+$339K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$337K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$274K

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
376
$4K ﹤0.01%
300
377
$4K ﹤0.01%
592
378
$4K ﹤0.01%
79
379
$4K ﹤0.01%
222
380
$3K ﹤0.01%
14
381
$3K ﹤0.01%
+10
382
$3K ﹤0.01%
20
383
$3K ﹤0.01%
259
384
$3K ﹤0.01%
11
385
$3K ﹤0.01%
131
386
$3K ﹤0.01%
172
387
$3K ﹤0.01%
106
388
$3K ﹤0.01%
+120
389
$3K ﹤0.01%
27
390
$3K ﹤0.01%
74
391
$3K ﹤0.01%
+92
392
$3K ﹤0.01%
900
393
$3K ﹤0.01%
40
394
$3K ﹤0.01%
1,481
395
$3K ﹤0.01%
135
396
$3K ﹤0.01%
+9
397
$3K ﹤0.01%
120
398
$3K ﹤0.01%
100
+40
399
$3K ﹤0.01%
349
400
$3K ﹤0.01%
300
14 15
16
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