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
351
$13K ﹤0.01%
418
352
$13K ﹤0.01%
1,000
353
$13K ﹤0.01%
700
354
$12K ﹤0.01%
40
355
$12K ﹤0.01%
16
356
$12K ﹤0.01%
304
357
$12K ﹤0.01%
492
358
$12K ﹤0.01%
150
359
$12K ﹤0.01%
1,000
360
$12K ﹤0.01%
174
361
$11K ﹤0.01%
114
362
$11K ﹤0.01%
190
363
$11K ﹤0.01%
600
364
$11K ﹤0.01%
1,000
365
$11K ﹤0.01%
186
366
$10K ﹤0.01%
250
367
$10K ﹤0.01%
1,000
368
$9K ﹤0.01%
1,005
369
$9K ﹤0.01%
140
370
$9K ﹤0.01%
201
371
$9K ﹤0.01%
500
372
$8K ﹤0.01%
50
373
$8K ﹤0.01%
50
374
$8K ﹤0.01%
131
375
$8K ﹤0.01%
116
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