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
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$23.1M
3
+$15.1M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$13.3M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$9.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.47%
2 Financials 1.88%
3 Industrials 1.81%
4 Technology 1.72%
5 Utilities 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.74%
+28,074
27
$1.7M 0.72%
+24,290
28
$1.68M 0.72%
+55,031
29
$1.63M 0.7%
+23,517
30
$1.57M 0.67%
+54,150
31
$1.54M 0.66%
+23,603
32
$1.51M 0.64%
+6,650
33
$1.19M 0.51%
+9,855
34
$1.17M 0.5%
+15,960
35
$1.13M 0.48%
+7,888
36
$1.12M 0.48%
+12,140
37
$1.11M 0.47%
+5,397
38
$1.1M 0.47%
+6,992
39
$1.1M 0.47%
+5,652
40
$1.03M 0.44%
+35,430
41
$1.02M 0.44%
+16,031
42
$950K 0.41%
+33,751
43
$938K 0.4%
+4,975
44
$919K 0.39%
+24,951
45
$898K 0.38%
+20,390
46
$827K 0.35%
+4,576
47
$822K 0.35%
+3,764
48
$798K 0.34%
+27,047
49
$716K 0.31%
+4,907
50
$671K 0.29%
+35,480
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