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
101
$186K 0.08%
+4,686
102
$183K 0.08%
+4,931
103
$182K 0.08%
+1,591
104
$182K 0.08%
+11,547
105
$177K 0.08%
+1,190
106
$171K 0.07%
+1,661
107
$170K 0.07%
+6,740
108
$169K 0.07%
+2,134
109
$167K 0.07%
+1,338
110
$164K 0.07%
+4,130
111
$163K 0.07%
+5,275
112
$160K 0.07%
+2,684
113
$154K 0.07%
+3,432
114
$154K 0.07%
+2,740
115
$153K 0.07%
+2,550
116
$152K 0.06%
+620
117
$151K 0.06%
+1,215
118
$149K 0.06%
+2,778
119
$147K 0.06%
+5,786
120
$145K 0.06%
+10,000
121
$144K 0.06%
+2,675
122
$142K 0.06%
+2,356
123
$142K 0.06%
+1,552
124
$138K 0.06%
+2,344
125
$126K 0.05%
+2,147
3 4
5
6 7