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
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$23.1M
3
+$15.1M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$13.3M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$9.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.47%
2 Financials 1.88%
3 Industrials 1.81%
4 Technology 1.72%
5 Utilities 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+135
402
$4K ﹤0.01%
+88
403
$4K ﹤0.01%
+74
404
$3K ﹤0.01%
+102
405
$3K ﹤0.01%
+11
406
$3K ﹤0.01%
+200
407
$3K ﹤0.01%
+39
408
$3K ﹤0.01%
+16
409
$3K ﹤0.01%
+310
410
$3K ﹤0.01%
+50
411
$3K ﹤0.01%
+95
412
$3K ﹤0.01%
+150
413
$3K ﹤0.01%
+30
414
$3K ﹤0.01%
+96
415
$3K ﹤0.01%
+50
416
$3K ﹤0.01%
+100
417
$2K ﹤0.01%
+35
418
$2K ﹤0.01%
+50
419
$2K ﹤0.01%
+7
420
$2K ﹤0.01%
+56
421
$2K ﹤0.01%
+275
422
$2K ﹤0.01%
+50
423
$2K ﹤0.01%
+100
424
$2K ﹤0.01%
+150
425
$2K ﹤0.01%
+12
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