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
$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 2.4%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.62%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.79%
23,829
+1,121
27
$2.16M 0.77%
15,246
+1,517
28
$2.03M 0.72%
13,140
-280
29
$1.88M 0.67%
26,078
+3,320
30
$1.85M 0.66%
60,070
+26,413
31
$1.7M 0.61%
53,059
+5,736
32
$1.62M 0.58%
6,884
-326
33
$1.62M 0.57%
22,994
-9,579
34
$1.48M 0.52%
9,218
+526
35
$1.47M 0.52%
19,332
+69
36
$1.46M 0.52%
44,795
+3,587
37
$1.36M 0.49%
24,453
-661
38
$1.36M 0.48%
27,770
+1,978
39
$1.34M 0.47%
5,631
-450
40
$1.33M 0.47%
5,207
-355
41
$1.33M 0.47%
82,938
+1,620
42
$1.27M 0.45%
4,715
43
$1.14M 0.4%
3,728
44
$1.11M 0.39%
22,050
-2,500
45
$1.01M 0.36%
4,562
46
$997K 0.35%
8,761
-257
47
$951K 0.34%
9,076
48
$943K 0.34%
11,475
49
$898K 0.32%
27,252
-3,000
50
$864K 0.31%
6,784
-523
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2
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