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
126
$181K 0.06%
1,338
127
$173K 0.06%
1,300
128
$172K 0.06%
1,730
129
$167K 0.06%
1,280
130
$165K 0.05%
4,130
131
$161K 0.05%
1,629
132
$159K 0.05%
5,075
133
$156K 0.05%
3,955
134
$155K 0.05%
2,931
135
$154K 0.05%
1,103
136
$153K 0.05%
1,552
137
$151K 0.05%
541
138
$147K 0.05%
500
139
$147K 0.05%
7,500
140
$146K 0.05%
2,000
141
$146K 0.05%
3,221
142
$137K 0.05%
1,380
143
$136K 0.05%
357
144
$136K 0.05%
855
145
$136K 0.05%
4,000
146
$134K 0.04%
3,756
147
$134K 0.04%
1,118
148
$132K 0.04%
573
149
$130K 0.04%
4,695
150
$119K 0.04%
1,859
4 5
6
7 8