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
201
$38K 0.02%
410
202
$37K 0.02%
1,245
203
$37K 0.02%
590
-500
204
$37K 0.02%
2,600
205
$37K 0.02%
385
206
$36K 0.02%
187
-13
207
$36K 0.02%
720
208
$35K 0.02%
1,136
+250
209
$35K 0.02%
2,048
210
$35K 0.02%
1,012
211
$34K 0.02%
1,800
212
$33K 0.02%
620
213
$33K 0.02%
200
214
$32K 0.02%
780
215
$32K 0.02%
+350
216
$32K 0.02%
199
-90
217
$31K 0.02%
650
218
$31K 0.02%
655
219
$31K 0.02%
469
+1
220
$30K 0.02%
1,012
221
$30K 0.02%
+650
222
$30K 0.02%
309
223
$29K 0.02%
1,727
-200
224
$29K 0.02%
3,030
225
$28K 0.01%
580
+5
7 8
9
10 11