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
$269M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.28M
3
+$1.47M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.44M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.11M

Top Sells

1
+$6.94M
2
+$2.15M
3
+$1.71M
4
PWV icon
Invesco Large Cap Value ETF
PWV
+$1.65M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.25M

Sector Composition

1 Energy 1.8%
2 Technology 1.78%
3 Utilities 1.25%
4 Financials 1.21%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-13,683
127
– –
-54,145
128
– –
-42,883
129
– –
-11,297
2 3 4 5
6