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
326
$16K 0.01%
457
327
$16K 0.01%
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$15K 0.01%
65
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$15K 0.01%
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52
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$15K 0.01%
183
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$15K 0.01%
275
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$15K 0.01%
100
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$15K 0.01%
551
335
$15K 0.01%
290
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$14K ﹤0.01%
290
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$14K ﹤0.01%
41
338
$14K ﹤0.01%
80
339
$14K ﹤0.01%
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340
$14K ﹤0.01%
3,303
341
$14K ﹤0.01%
848
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$13K ﹤0.01%
65
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$13K ﹤0.01%
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$13K ﹤0.01%
100
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$13K ﹤0.01%
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$13K ﹤0.01%
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$13K ﹤0.01%
43
348
$13K ﹤0.01%
213
349
$13K ﹤0.01%
650
350
$13K ﹤0.01%
150
12 13
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15 16