FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
This Quarter Return
-5.97%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(-4.4%)
Cap. Flow
+$5.99M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
55.54%
Holding
118
New
3
Increased
49
Reduced
21
Closed
7
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.99M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$1.25M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$866K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$847K |
| 5 |
Vanguard Value ETF
VTV
|
$683K |
Top Sells
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Energy | 1.56% |
| 3 | Consumer Discretionary | 1.46% |
| 4 | Utilities | 1.28% |
| 5 | Communication Services | 1.16% |
