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
$192M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$790K
3
+$761K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$572K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$483K

Top Sells

1
+$738K
2
+$488K
3
+$339K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$337K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$274K

Sector Composition

1 Technology 1.83%
2 Utilities 1.72%
3 Industrials 1.62%
4 Energy 1.61%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
20
427
$1K ﹤0.01%
150
428
$1K ﹤0.01%
30
429
$1K ﹤0.01%
46
-500
430
$1K ﹤0.01%
92
431
$1K ﹤0.01%
45
-70
432
$1K ﹤0.01%
35
-2,200
433
$1K ﹤0.01%
31
-830
434
$1K ﹤0.01%
67
435
$1K ﹤0.01%
210
436
$1K ﹤0.01%
+50
437
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438
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-7
439
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445
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446
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447
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448
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-11
449
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-1,452
450
– –
-500
16 17
18
19 20