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
$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
401
$2K ﹤0.01%
+100
402
$2K ﹤0.01%
16
403
$2K ﹤0.01%
40
-100
404
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200
405
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95
406
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900
407
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625
408
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60
409
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45
410
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+96
411
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10
412
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200
-2,826
413
$2K ﹤0.01%
20
414
$2K ﹤0.01%
310
415
$2K ﹤0.01%
12
416
$1K ﹤0.01%
35
417
$1K ﹤0.01%
31
418
$1K ﹤0.01%
+5
419
$1K ﹤0.01%
103
+1
420
$1K ﹤0.01%
50
-9,932
421
$1K ﹤0.01%
35
422
$1K ﹤0.01%
21
423
$1K ﹤0.01%
50
424
$1K ﹤0.01%
+15
425
$1K ﹤0.01%
30
15 16
17
18 19