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
$281M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.44M
3
+$1.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$832K

Top Sells

1
+$1.45M
2
+$744K
3
+$673K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$556K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.62%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$163K 0.06%
13,286
+8,000
127
$163K 0.06%
2,359
128
$159K 0.06%
5,075
129
$158K 0.06%
1,300
130
$157K 0.06%
2,906
+54
131
$152K 0.05%
1,730
132
$152K 0.05%
3,955
133
$150K 0.05%
1,552
134
$150K 0.05%
4,130
135
$149K 0.05%
1,629
-617
136
$146K 0.05%
1,280
137
$144K 0.05%
1,218
+825
138
$142K 0.05%
1,932
+417
139
$140K 0.05%
7,500
140
$139K 0.05%
1,103
+37
141
$138K 0.05%
500
142
$134K 0.05%
10,000
143
$130K 0.05%
855
144
$130K 0.05%
2,000
145
$128K 0.05%
572
+10
146
$126K 0.04%
3,219
-477
147
$122K 0.04%
1,380
148
$117K 0.04%
357
-35
149
$115K 0.04%
4,000
150
$110K 0.04%
541
4 5
6
7 8