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
51
$712K 0.26%
5,463
+2,000
52
$698K 0.25%
4,502
-34
53
$666K 0.24%
25,704
-3,588
54
$665K 0.24%
4,853
-10
55
$657K 0.24%
8,902
56
$640K 0.23%
24,554
-1,226
57
$605K 0.22%
6,251
+8
58
$604K 0.22%
14,951
-2,251
59
$602K 0.22%
5,805
+72
60
$557K 0.2%
5,360
-180
61
$540K 0.19%
22,137
+3,261
62
$534K 0.19%
8,607
63
$524K 0.19%
7,524
-195
64
$509K 0.18%
4,424
65
$509K 0.18%
+15,329
66
$496K 0.18%
3,786
-2,000
67
$483K 0.17%
24,323
-6,628
68
$480K 0.17%
1,277
+348
69
$450K 0.16%
2,170
+7
70
$450K 0.16%
12,750
71
$448K 0.16%
4,209
-143
72
$444K 0.16%
8,160
73
$420K 0.15%
+14,377
74
$420K 0.15%
3,386
+29
75
$400K 0.14%
2,000
1 2
3
4 5