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
$216M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.49M
3
+$1.17M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$828K

Top Sells

1
+$2.36M
2
+$2.06M
3
+$1.27M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$574K

Sector Composition

1 Technology 2.07%
2 Consumer Discretionary 1.73%
3 Energy 1.73%
4 Communication Services 1.71%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58K 0.03%
1,050
-880
177
$58K 0.03%
423
178
$57K 0.03%
585
179
$55K 0.03%
1,000
180
$54K 0.03%
1,012
181
$54K 0.03%
400
182
$53K 0.02%
1,000
183
$51K 0.02%
500
184
$51K 0.02%
1,000
185
$51K 0.02%
500
186
$50K 0.02%
390
187
$49K 0.02%
590
188
$49K 0.02%
445
189
$48K 0.02%
1,136
190
$48K 0.02%
1,610
191
$48K 0.02%
1,000
192
$46K 0.02%
1,754
+21
193
$44K 0.02%
1,687
-2,152
194
$44K 0.02%
260
195
$43K 0.02%
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196
$42K 0.02%
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197
$42K 0.02%
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198
$42K 0.02%
385
199
$42K 0.02%
2,370
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200
$41K 0.02%
1,000
6 7
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