FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
This Quarter Return
+14.96%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+12%)
Cap. Flow
-$5.46M
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
53.93%
Holding
472
New
34
Increased
63
Reduced
69
Closed
30
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.56M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.49M |
| 3 |
Vanguard Value ETF
VTV
|
$1.17M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.11M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$828K |
Top Sells
Sector Composition
| 1 | Technology | 2.07% |
| 2 | Consumer Discretionary | 1.73% |
| 3 | Energy | 1.73% |
| 4 | Communication Services | 1.71% |
| 5 | Industrials | 1.62% |
