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
$278M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$509K
3
+$420K
4
JPM icon
JPMorgan Chase
JPM
+$261K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$4M
2
+$443K
3
+$415K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$347K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$334K

Sector Composition

1 Technology 1.96%
2 Energy 1.64%
3 Communication Services 1.44%
4 Financials 1.41%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.78%
7,515
+233
27
$2M 0.72%
18,210
-97
28
$1.78M 0.64%
9,707
+836
29
$1.77M 0.64%
28,583
+987
30
$1.7M 0.61%
5,507
-500
31
$1.67M 0.6%
24,999
32
$1.48M 0.53%
9,094
-10
33
$1.41M 0.51%
67,488
+3,742
34
$1.36M 0.49%
27,810
-3,692
35
$1.32M 0.48%
44,860
+3,380
36
$1.32M 0.48%
12,787
+291
37
$1.32M 0.48%
23,122
-460
38
$1.2M 0.43%
16,728
39
$1.18M 0.43%
14,725
-1,224
40
$1.13M 0.41%
46,157
-661
41
$1.11M 0.4%
3,758
-81
42
$1.07M 0.38%
22,782
+659
43
$1.05M 0.38%
2,550
-51
44
$887K 0.32%
55,026
-99
45
$841K 0.3%
3,574
+8
46
$826K 0.3%
21,710
+743
47
$798K 0.29%
25,381
-488
48
$788K 0.28%
3,715
49
$760K 0.27%
9,977
+404
50
$731K 0.26%
3,632
1
2
3 4 5