FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
This Quarter Return
+7.45%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$399M
AUM Growth
+$399M
(+8.9%)
Cap. Flow
+$5.91M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
49.91%
Holding
157
New
14
Increased
53
Reduced
42
Closed
5
Top Buys
| 1 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$2.2M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.73M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$807K |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$659K |
| 5 |
Apple
AAPL
|
$575K |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$557K |
| 3 |
Schwab International Equity ETF
SCHF
|
$538K |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$510K |
| 5 |
Tesla
TSLA
|
$456K |
Sector Composition
| 1 | Technology | 2.36% |
| 2 | Communication Services | 1.89% |
| 3 | Financials | 1.59% |
| 4 | Energy | 1.21% |
| 5 | Consumer Discretionary | 1.07% |
