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
$216M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.47M
3
+$1.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.09M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$819K

Top Sells

1
+$2.22M
2
+$1.93M
3
+$1.24M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$894K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$535K

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
451
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452
$0 ﹤0.01%
+6
453
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0
454
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-2,930
455
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-1,050
456
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457
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$0 ﹤0.01%
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459
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460
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461
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462
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463
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464
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465
$0 ﹤0.01%
+7
466
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-600
467
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468
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469
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-50
470
$0 ﹤0.01%
+105
471
$0 ﹤0.01%
+25
472
– –
-693
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