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
151
$116K 0.04%
1,656
152
$115K 0.04%
1,000
153
$112K 0.04%
13,412
+11,735
154
$109K 0.04%
10,262
155
$108K 0.04%
+1,440
156
$106K 0.04%
1,692
157
$106K 0.04%
2,040
158
$105K 0.03%
1,804
159
$105K 0.03%
1,236
160
$104K 0.03%
+1,580
161
$103K 0.03%
1,000
162
$103K 0.03%
1,412
163
$103K 0.03%
762
164
$102K 0.03%
2,995
165
$100K 0.03%
1,870
166
$100K 0.03%
692
167
$99K 0.03%
1,800
168
$99K 0.03%
3,055
169
$99K 0.03%
948
170
$98K 0.03%
750
171
$98K 0.03%
1,200
172
$97K 0.03%
1,150
173
$96K 0.03%
2,340
174
$94K 0.03%
347
175
$93K 0.03%
5,154
5 6
7
8 9