FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.37B
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$5.69M
3
+$4.01M
4
VALE icon
Vale
VALE
+$2.87M
5
ATLS
ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE)
ATLS
+$2.37M

Top Sells

1
+$22.9M
2
+$2.15M
3
+$1.65M
4
CRUS icon
Cirrus Logic
CRUS
+$1.52M
5
WTM icon
White Mountains Insurance
WTM
+$1.47M

Sector Composition

1 Technology 35.2%
2 Industrials 19.99%
3 Communication Services 9.31%
4 Consumer Discretionary 8.15%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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239
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-8,545
6 7 8 9
10