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
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$23.1M
3
+$15.1M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$13.3M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$9.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.47%
2 Financials 1.88%
3 Industrials 1.81%
4 Technology 1.72%
5 Utilities 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$68K 0.03%
+1,412
177
$68K 0.03%
+1,610
178
$67K 0.03%
+400
179
$66K 0.03%
+1,188
180
$65K 0.03%
+1,012
181
$65K 0.03%
+800
182
$65K 0.03%
+692
183
$64K 0.03%
+165
184
$64K 0.03%
+477
185
$64K 0.03%
+470
186
$64K 0.03%
+785
187
$63K 0.03%
+3,030
188
$62K 0.03%
+500
189
$62K 0.03%
+2,930
190
$61K 0.03%
+400
191
$61K 0.03%
+2,166
192
$61K 0.03%
+1,150
193
$58K 0.02%
+886
194
$57K 0.02%
+2,600
195
$57K 0.02%
+22
196
$56K 0.02%
+1,000
197
$56K 0.02%
+6,065
198
$56K 0.02%
+423
199
$56K 0.02%
+3,026
200
$55K 0.02%
+1,012
6 7
8
9 10