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
101
$240K 0.08%
1,839
102
$239K 0.08%
3,000
103
$237K 0.08%
612
104
$236K 0.08%
597
105
$235K 0.08%
6,050
106
$224K 0.07%
2,212
107
$222K 0.07%
981
108
$220K 0.07%
4,686
109
$215K 0.07%
1,080
110
$214K 0.07%
885
111
$213K 0.07%
+4,671
112
$210K 0.07%
2,795
113
$209K 0.07%
2,277
114
$209K 0.07%
2,750
115
$204K 0.07%
3,057
116
$201K 0.07%
1,215
117
$198K 0.07%
1,695
118
$198K 0.07%
3,567
119
$197K 0.07%
13,286
120
$195K 0.06%
2,356
121
$192K 0.06%
5,545
122
$192K 0.06%
2,740
123
$191K 0.06%
3,356
124
$187K 0.06%
10,000
125
$185K 0.06%
2,336
3 4
5
6 7