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
201
$72K 0.02%
204
202
$72K 0.02%
2,876
203
$72K 0.02%
2,325
204
$70K 0.02%
500
205
$69K 0.02%
1,136
206
$69K 0.02%
590
207
$68K 0.02%
2,560
208
$67K 0.02%
2,534
209
$67K 0.02%
1,665
210
$67K 0.02%
1,010
211
$66K 0.02%
585
212
$66K 0.02%
2,250
213
$66K 0.02%
1,000
214
$65K 0.02%
1,000
215
$65K 0.02%
485
216
$64K 0.02%
1,012
217
$63K 0.02%
125
218
$62K 0.02%
165
219
$61K 0.02%
172
220
$59K 0.02%
2,463
221
$58K 0.02%
1,610
222
$57K 0.02%
+1,054
223
$57K 0.02%
385
224
$56K 0.02%
1,080
225
$56K 0.02%
580
7 8
9
10 11