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
76
$321K 0.14%
+5,224
77
$314K 0.13%
+5,000
78
$286K 0.12%
+9,982
79
$282K 0.12%
+2,514
80
$272K 0.12%
+5,413
81
$262K 0.11%
+2,798
82
$260K 0.11%
+3,880
83
$258K 0.11%
+5,395
84
$240K 0.1%
+2,000
85
$236K 0.1%
+4,235
86
$232K 0.1%
+11,000
87
$229K 0.1%
+17,842
88
$224K 0.1%
+2,376
89
$223K 0.1%
+1,634
90
$219K 0.09%
+3,662
91
$212K 0.09%
+3,811
92
$211K 0.09%
+653
93
$207K 0.09%
+1,839
94
$207K 0.09%
+2,849
95
$196K 0.08%
+3,047
96
$191K 0.08%
+11,475
97
$190K 0.08%
+5,050
98
$190K 0.08%
+1,787
99
$188K 0.08%
+4,063
100
$187K 0.08%
+636
2 3
4
5 6