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
$281M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.44M
3
+$1.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$832K

Top Sells

1
+$1.45M
2
+$744K
3
+$673K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$556K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.62%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$86K 0.03%
1,053
177
$85K 0.03%
3,477
+1,137
178
$85K 0.03%
1,702
179
$85K 0.03%
6,370
180
$84K 0.03%
+347
181
$84K 0.03%
227
+7
182
$84K 0.03%
1,150
183
$82K 0.03%
2,827
184
$79K 0.03%
10,262
-8,567
185
$78K 0.03%
1,012
186
$77K 0.03%
400
187
$77K 0.03%
1,100
188
$76K 0.03%
1,000
189
$76K 0.03%
3,121
190
$74K 0.03%
390
191
$72K 0.03%
2,185
192
$71K 0.03%
4,000
193
$71K 0.03%
2,325
-1,295
194
$71K 0.03%
415
195
$70K 0.02%
5,000
196
$70K 0.02%
1,632
-97
197
$70K 0.02%
+2,732
198
$68K 0.02%
2,876
199
$67K 0.02%
2,534
+948
200
$67K 0.02%
179
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