FCM

Firestone Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
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 2.39%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.64%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
+25
452
$2K ﹤0.01%
102
+95
453
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+2
454
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+500
455
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+30
456
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46
457
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45
458
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10
459
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22
-3
460
$1K ﹤0.01%
21
461
$1K ﹤0.01%
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462
$1K ﹤0.01%
50
463
$1K ﹤0.01%
10
464
$1K ﹤0.01%
+20
465
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15
466
$1K ﹤0.01%
200
467
$1K ﹤0.01%
+8
468
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+100
469
$1K ﹤0.01%
92
470
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35
471
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25
472
$1K ﹤0.01%
2
473
$1K ﹤0.01%
100
474
$1K ﹤0.01%
140
475
$1K ﹤0.01%
+5
17 18
19
20 21