FCM

Firestone Capital Management Portfolio holdings

AUM $471M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
+$2.02M
2
+$1.45M
3
+$1.29M
4
VTV icon
Vanguard Value ETF
VTV
+$1.15M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$796K

Top Sells

1
+$1.48M
2
+$747K
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$569K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$429K

Sector Composition

1 Technology 2.39%
2 Consumer Discretionary 2.03%
3 Communication Services 1.84%
4 Financials 1.64%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67K 0.02%
480
-300
202
$67K 0.02%
1,010
203
$67K 0.02%
423
204
$66K 0.02%
400
205
$65K 0.02%
1,012
206
$63K 0.02%
585
207
$63K 0.02%
500
208
$63K 0.02%
1,000
209
$62K 0.02%
2,557
+3
210
$62K 0.02%
590
211
$61K 0.02%
165
212
$60K 0.02%
1,136
213
$59K 0.02%
1,610
214
$59K 0.02%
+275
215
$59K 0.02%
1,000
216
$58K 0.02%
2,138
+1
217
$58K 0.02%
5,067
218
$58K 0.02%
937
+162
219
$57K 0.02%
125
220
$55K 0.02%
172
221
$54K 0.02%
1,054
+510
222
$54K 0.02%
385
223
$53K 0.02%
260
224
$52K 0.02%
431
+293
225
$52K 0.02%
580
7 8
9
10 11