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
$292M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$493K
3
+$390K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$361K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$352K

Top Sells

1
+$1.88M
2
+$459K
3
+$268K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$247K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$240K

Sector Composition

1 Technology 1.87%
2 Communication Services 1.71%
3 Energy 1.62%
4 Consumer Discretionary 1.37%
5 Financials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53.2K 0.02%
4,288
127
– –
-1,215
128
– –
-2,487
129
– –
-6,064
130
– –
-2,230
131
– –
-3,733
2 3 4 5
6