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
176
$93K 0.03%
3,570
177
$92K 0.03%
1,940
178
$91K 0.03%
785
179
$91K 0.03%
227
180
$90K 0.03%
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181
$90K 0.03%
401
182
$89K 0.03%
6,370
183
$88K 0.03%
1,150
184
$86K 0.03%
1,100
185
$85K 0.03%
1,702
186
$85K 0.03%
3,121
187
$83K 0.03%
962
188
$83K 0.03%
400
189
$80K 0.03%
5,000
190
$80K 0.03%
517
191
$79K 0.03%
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192
$79K 0.03%
423
193
$78K 0.03%
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194
$77K 0.03%
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195
$77K 0.03%
400
196
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302
197
$75K 0.02%
390
198
$73K 0.02%
1,633
199
$73K 0.02%
4,000
200
$72K 0.02%
400
6 7
8
9 10