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
$277M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$991K
3
+$690K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$615K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$604K

Top Sells

1
+$24.1M
2
+$943K
3
+$468K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$282K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$207K

Sector Composition

1 Technology 2.42%
2 Consumer Discretionary 2.18%
3 Communication Services 2.1%
4 Financials 1.82%
5 Energy 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
30
427
$2K ﹤0.01%
98
428
$2K ﹤0.01%
33
429
$2K ﹤0.01%
275
430
$2K ﹤0.01%
100
431
$2K ﹤0.01%
+49
432
$2K ﹤0.01%
20
433
$2K ﹤0.01%
16
434
$2K ﹤0.01%
30
435
$2K ﹤0.01%
169
436
$2K ﹤0.01%
100
437
$2K ﹤0.01%
8
438
$2K ﹤0.01%
46
439
$2K ﹤0.01%
25
440
$2K ﹤0.01%
45
441
$2K ﹤0.01%
10
442
$2K ﹤0.01%
500
443
$2K ﹤0.01%
103
+1
444
$2K ﹤0.01%
100
445
$2K ﹤0.01%
140
446
$2K ﹤0.01%
10
447
$2K ﹤0.01%
2
448
$2K ﹤0.01%
20
449
$1K ﹤0.01%
+50
450
$1K ﹤0.01%
21
16 17
18
19 20