FCM

Firestone Capital Management Portfolio holdings

AUM $471M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$499K
3
+$414K
4
JPM icon
JPMorgan Chase
JPM
+$274K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$255K

Top Sells

1
+$4M
2
+$439K
3
+$412K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$348K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$334K

Sector Composition

1 Technology 1.96%
2 Energy 1.64%
3 Communication Services 1.44%
4 Financials 1.41%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,775
127
– –
-28,321
2 3 4 5
6