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
$192M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$790K
3
+$761K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$572K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$483K

Top Sells

1
+$738K
2
+$488K
3
+$339K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$337K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$274K

Sector Composition

1 Technology 1.83%
2 Utilities 1.72%
3 Industrials 1.62%
4 Energy 1.61%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$53K 0.03%
692
177
$52K 0.03%
+1,789
178
$51K 0.03%
400
179
$51K 0.03%
2,930
180
$50K 0.03%
1,000
181
$50K 0.03%
423
182
$49K 0.03%
1,150
183
$48K 0.03%
1,000
184
$47K 0.02%
260
185
$46K 0.02%
500
186
$46K 0.02%
5,067
187
$45K 0.02%
585
188
$45K 0.02%
500
-1,091
189
$44K 0.02%
1,000
190
$44K 0.02%
1,188
191
$43K 0.02%
1,610
192
$43K 0.02%
1,000
193
$42K 0.02%
1,733
+1,048
194
$42K 0.02%
445
+65
195
$41K 0.02%
1,000
196
$41K 0.02%
370
197
$40K 0.02%
733
-600
198
$39K 0.02%
482
199
$39K 0.02%
390
200
$38K 0.02%
1,786
+501
6 7
8
9 10