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FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.28B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$16.4M
4
SHOO icon
Steven Madden
SHOO
+$16.1M
5
BWXT icon
BWX Technologies
BWXT
+$15.4M

Top Sells

1
+$19.7M
2
+$16.6M
3
+$15.4M
4
ABT icon
Abbott
ABT
+$14.5M
5
BKE icon
Buckle
BKE
+$11.9M

Sector Composition

1 Technology 26.15%
2 Industrials 20.69%
3 Financials 9.36%
4 Consumer Discretionary 8.34%
5 Energy 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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257
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258
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