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
76
$372K 0.13%
4,495
+46
77
$366K 0.13%
3,600
78
$364K 0.13%
7,635
79
$358K 0.13%
721
+123
80
$344K 0.12%
17,888
+1,340
81
$336K 0.12%
2,654
82
$321K 0.12%
11,388
+570
83
$317K 0.11%
4,427
-63
84
$314K 0.11%
2,960
85
$311K 0.11%
3,537
+694
86
$302K 0.11%
13,650
87
$298K 0.11%
1,634
88
$286K 0.1%
8,390
89
$283K 0.1%
11,764
+12
90
$279K 0.1%
1,518
+18
91
$275K 0.1%
1,104
+2
92
$269K 0.1%
1,418
+6
93
$263K 0.09%
5,215
94
$262K 0.09%
11,601
+903
95
$253K 0.09%
+1,585
96
$250K 0.09%
1,032
+256
97
$247K 0.09%
6,063
-495
98
$247K 0.09%
2,487
99
$246K 0.09%
5,413
100
$246K 0.09%
2,150
2 3
4
5 6