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
1
$32.2M 10.64%
601,137
2
$25.3M 8.39%
+163,683
3
$21.4M 7.08%
113,510
4
$17.4M 5.76%
274,646
5
$12.3M 4.07%
120,769
6
$11.5M 3.82%
632,865
7
$11.3M 3.74%
50,682
8
$9.43M 3.12%
22,019
9
$9.34M 3.09%
67,914
10
$7.12M 2.36%
311,180
11
$7.1M 2.35%
29,343
12
$6M 1.99%
72,571
13
$5.85M 1.94%
296,598
14
$5.63M 1.86%
171,307
15
$5.2M 1.72%
10,585
16
$5.05M 1.67%
75,412
17
$4.69M 1.55%
27,028
18
$4.65M 1.54%
84,021
19
$4.55M 1.51%
83,872
20
$4.17M 1.38%
34,078
21
$3.23M 1.07%
185,856
22
$3.15M 1.04%
13,711
23
$2.99M 0.99%
19,826
24
$2.84M 0.94%
8,159
25
$2.49M 0.83%
18,211
1
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