FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
1-Year Return
12.56%
This Quarter Return
-17.29%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$192M
AUM Growth
-$42M
(-18%)
Cap. Flow
+$2.84M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
54.67%
Holding
491
New
37
Increased
73
Reduced
74
Closed
52
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.26M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$790K |
| 3 |
Vanguard Value ETF
VTV
|
$761K |
| 4 |
Vanguard Extended Market ETF
VXF
|
$572K |
| 5 |
Schwab US REIT ETF
SCHH
|
$483K |
Top Sells
Sector Composition
| 1 | Technology | 1.83% |
| 2 | Utilities | 1.72% |
| 3 | Industrials | 1.62% |
| 4 | Energy | 1.61% |
| 5 | Financials | 1.55% |
