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
51
$668K 0.29%
+5,193
52
$642K 0.27%
+22,680
53
$612K 0.26%
+47,838
54
$586K 0.25%
+11,657
55
$549K 0.23%
+5,195
56
$512K 0.22%
+8,122
57
$498K 0.21%
+3,572
58
$496K 0.21%
+3,868
59
$491K 0.21%
+4,424
60
$487K 0.21%
+16,314
61
$475K 0.2%
+8,576
62
$473K 0.2%
+4,820
63
$447K 0.19%
+3,031
64
$416K 0.18%
+1,276
65
$406K 0.17%
+6,080
66
$394K 0.17%
+4,160
67
$394K 0.17%
+4,543
68
$389K 0.17%
+5,140
69
$358K 0.15%
+4,267
70
$357K 0.15%
+5,682
71
$340K 0.15%
+2,352
72
$339K 0.14%
+6,800
73
$337K 0.14%
+7,353
74
$330K 0.14%
+6,800
75
$329K 0.14%
+2,023
1 2
3
4 5