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
126
$122K 0.05%
+1,066
127
$120K 0.05%
+1,266
128
$119K 0.05%
+3,928
129
$118K 0.05%
+2,625
130
$118K 0.05%
+3,828
131
$118K 0.05%
+2,032
132
$117K 0.05%
+3,839
133
$117K 0.05%
+855
134
$117K 0.05%
+1,380
135
$114K 0.05%
+1,600
136
$110K 0.05%
+3,825
137
$110K 0.05%
+855
138
$109K 0.05%
+3,593
139
$109K 0.05%
+530
140
$107K 0.05%
+2,121
141
$107K 0.05%
+780
142
$105K 0.04%
+500
143
$104K 0.04%
+2,026
144
$104K 0.04%
+2,040
145
$102K 0.04%
+1,702
146
$101K 0.04%
+2,827
147
$101K 0.04%
+1,000
148
$100K 0.04%
+508
149
$100K 0.04%
+1,580
150
$99K 0.04%
+773
4 5
6
7 8