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
$216M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.49M
3
+$1.17M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$828K

Top Sells

1
+$2.36M
2
+$2.06M
3
+$1.27M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$574K

Sector Composition

1 Technology 2.07%
2 Consumer Discretionary 1.73%
3 Energy 1.73%
4 Communication Services 1.71%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$151K 0.07%
1,080
102
$150K 0.07%
2,212
+78
103
$145K 0.07%
10,000
104
$144K 0.07%
5,500
+450
105
$139K 0.06%
2,356
106
$138K 0.06%
2,735
-463
107
$137K 0.06%
2,032
108
$136K 0.06%
1,685
-1,620
109
$136K 0.06%
+1,298
110
$134K 0.06%
18,842
111
$133K 0.06%
1,500
112
$129K 0.06%
11,000
113
$127K 0.06%
3,821
-1,335
114
$126K 0.06%
4,130
115
$125K 0.06%
1,300
116
$125K 0.06%
2,304
+434
117
$125K 0.06%
2,336
118
$124K 0.06%
1,552
119
$122K 0.06%
3,132
120
$122K 0.06%
2,740
121
$119K 0.06%
3,490
-321
122
$116K 0.05%
1,215
123
$115K 0.05%
2,474
+512
124
$110K 0.05%
780
125
$108K 0.05%
3,550
3 4
5
6 7