FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
This Quarter Return
+0.07%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$366M
AUM Growth
+$366M
(+1.9%)
Cap. Flow
+$7.6M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
50.69%
Holding
150
New
5
Increased
62
Reduced
27
Closed
7
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.12M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.42M |
| 3 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
$1.02M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$908K |
| 5 |
Vanguard Value ETF
VTV
|
$894K |
Top Sells
| 1 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$2.17M |
| 2 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$385K |
| 3 |
Innovator US Equity Buffer ETF March
BMAR
|
$325K |
| 4 |
Schwab International Equity ETF
SCHF
|
$225K |
| 5 |
Target
TGT
|
$223K |
Sector Composition
| 1 | Technology | 2.03% |
| 2 | Communication Services | 1.83% |
| 3 | Financials | 1.56% |
| 4 | Consumer Discretionary | 1.44% |
| 5 | Energy | 1.28% |
