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
26
$2.45M 0.81%
32,719
27
$2.33M 0.77%
72,251
28
$2.3M 0.76%
31,356
29
$2.18M 0.72%
12,680
30
$2.11M 0.7%
22,185
31
$1.94M 0.64%
58,261
32
$1.81M 0.6%
6,698
33
$1.73M 0.57%
23,629
34
$1.57M 0.52%
30,560
35
$1.54M 0.51%
24,453
36
$1.53M 0.51%
9,218
37
$1.45M 0.48%
83,904
38
$1.44M 0.48%
5,619
39
$1.44M 0.48%
18,201
40
$1.42M 0.47%
5,107
41
$1.25M 0.41%
4,715
42
$1.17M 0.39%
22,078
43
$1.16M 0.38%
3,635
44
$1.02M 0.34%
7,307
45
$1M 0.33%
4,562
46
$951K 0.31%
9,076
47
$944K 0.31%
27,252
48
$889K 0.29%
7,707
49
$886K 0.29%
34,016
50
$813K 0.27%
4,903
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