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
$216M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.47M
3
+$1.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.09M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$819K

Top Sells

1
+$2.22M
2
+$1.93M
3
+$1.24M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$894K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$535K

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
401
$2K ﹤0.01%
900
402
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275
403
$2K ﹤0.01%
+100
404
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16
405
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40
-100
406
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200
407
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310
408
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12
409
$2K ﹤0.01%
625
410
$2K ﹤0.01%
60
411
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45
412
$2K ﹤0.01%
+96
413
$2K ﹤0.01%
10
414
$2K ﹤0.01%
200
-2,826
415
$2K ﹤0.01%
20
416
$1K ﹤0.01%
35
417
$1K ﹤0.01%
31
418
$1K ﹤0.01%
67
419
$1K ﹤0.01%
+140
420
$1K ﹤0.01%
210
421
$1K ﹤0.01%
50
-9,932
422
$1K ﹤0.01%
35
423
$1K ﹤0.01%
21
424
$1K ﹤0.01%
50
425
$1K ﹤0.01%
+5
15 16
17
18 19