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
201
$55K 0.02%
+1,792
202
$54K 0.02%
+289
203
$53K 0.02%
+1,000
204
$52K 0.02%
+585
205
$51K 0.02%
+1,000
206
$51K 0.02%
+260
207
$51K 0.02%
+475
208
$50K 0.02%
+1,097
209
$50K 0.02%
+385
210
$50K 0.02%
+5,067
211
$50K 0.02%
+1,800
212
$50K 0.02%
+390
213
$50K 0.02%
+360
214
$48K 0.02%
+1,200
215
$48K 0.02%
+1,000
216
$45K 0.02%
+1,285
217
$45K 0.02%
+1,799
218
$45K 0.02%
+309
219
$44K 0.02%
+575
220
$44K 0.02%
+380
221
$43K 0.02%
+1,800
222
$43K 0.02%
+655
223
$43K 0.02%
+200
224
$42K 0.02%
+482
225
$42K 0.02%
+7,200
7 8
9
10 11