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
$305M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.02M
3 +$830K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$773K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$650K

Top Sells

1 +$899K
2 +$587K
3 +$557K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$480K
5
HAP icon
VanEck Natural Resources ETF
HAP
+$365K

Sector Composition

1 Technology 2.06%
2 Consumer Discretionary 1.53%
3 Energy 1.44%
4 Communication Services 1.42%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,280
127
-1,280
128
-885
129
-6,331
130
-10,000
131
-11,000