FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
This Quarter Return
+5.55%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(+6.9%)
Cap. Flow
+$5.17M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
51.59%
Holding
519
New
50
Increased
80
Reduced
64
Closed
32
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$2.12M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.44M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32M |
| 4 |
Vanguard Value ETF
VTV
|
$1.2M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$832K |
Top Sells
Sector Composition
| 1 | Technology | 2.4% |
| 2 | Consumer Discretionary | 2.03% |
| 3 | Communication Services | 1.84% |
| 4 | Financials | 1.62% |
| 5 | Industrials | 1.58% |
