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
376
$4K ﹤0.01%
100
377
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11
378
$4K ﹤0.01%
131
379
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150
380
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27
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74
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40
384
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120
385
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300
386
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78
-1
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$4K ﹤0.01%
41
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$3K ﹤0.01%
39
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$3K ﹤0.01%
150
390
$3K ﹤0.01%
1,481
391
$3K ﹤0.01%
9
392
$3K ﹤0.01%
100
393
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200
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$3K ﹤0.01%
20
398
$3K ﹤0.01%
259
399
$3K ﹤0.01%
100
400
$2K ﹤0.01%
275
14 15
16
17 18