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
$302M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$355K
3
+$349K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$213K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$108K

Top Sells

1
+$1.52M
2
+$63K
3
+$3K

Sector Composition

1 Technology 2.34%
2 Consumer Discretionary 2.01%
3 Communication Services 1.93%
4 Financials 1.66%
5 Energy 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38K 0.01%
482
252
$38K 0.01%
240
253
$38K 0.01%
780
254
$38K 0.01%
1,245
255
$38K 0.01%
620
256
$37K 0.01%
1,500
257
$37K 0.01%
723
258
$36K 0.01%
421
259
$36K 0.01%
+123
260
$35K 0.01%
721
261
$34K 0.01%
1,052
262
$33K 0.01%
715
263
$32K 0.01%
588
264
$32K 0.01%
110
265
$32K 0.01%
150
266
$32K 0.01%
1,779
267
$31K 0.01%
700
268
$30K 0.01%
281
269
$29K 0.01%
130
270
$29K 0.01%
482
271
$28K 0.01%
650
272
$28K 0.01%
845
273
$28K 0.01%
270
274
$28K 0.01%
768
275
$28K 0.01%
52
9 10
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12 13