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
201
$41K 0.02%
1,012
202
$41K 0.02%
+725
203
$41K 0.02%
2,896
204
$40K 0.02%
720
205
$39K 0.02%
650
206
$39K 0.02%
370
207
$38K 0.02%
482
208
$38K 0.02%
1,245
209
$38K 0.02%
620
210
$38K 0.02%
410
211
$38K 0.02%
210
+10
212
$38K 0.02%
199
213
$37K 0.02%
780
214
$37K 0.02%
650
215
$36K 0.02%
580
216
$36K 0.02%
309
217
$35K 0.02%
655
218
$35K 0.02%
469
219
$34K 0.02%
1,727
220
$33K 0.02%
1,188
+760
221
$32K 0.01%
+1,450
222
$32K 0.01%
1,138
+450
223
$32K 0.01%
+5,326
224
$31K 0.01%
281
+34
225
$30K 0.01%
240
7 8
9
10 11