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
$281M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.44M
3 +$1.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$832K

Top Sells

1 +$1.45M
2 +$744K
3 +$673K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$556K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.62%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
50
402
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+33
403
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102
404
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405
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62
406
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+150
407
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409
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900
412
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1,480
-500
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300
416
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417
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+5
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89
424
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+100
425
$4K ﹤0.01%
+65