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

Top Buys

1
+$2.26M
2
+$994K
3
+$937K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$735K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$630K

Top Sells

1
+$751K
2
+$593K
3
+$409K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$339K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$327K

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%
35
427
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50
428
$1K ﹤0.01%
21
429
$1K ﹤0.01%
+3
430
$1K ﹤0.01%
102
431
$1K ﹤0.01%
+16
432
$1K ﹤0.01%
20
433
$1K ﹤0.01%
150
434
$1K ﹤0.01%
30
435
$1K ﹤0.01%
46
-500
436
$1K ﹤0.01%
92
437
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438
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446
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447
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449
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-1,890
450
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-16
16 17
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