FCH
Freestone Capital Holdings Portfolio holdings
AUM
$2.94B
1-Year Return
17.09%
This Quarter Return
-7.4%
1 Year Return
+17.09%
3 Year Return
+74.45%
5 Year Return
+128.19%
10 Year Return
+481.02%
AUM
$4.62M
AUM Growth
-$189K
(-3.9%)
Cap. Flow
+$606K
Cap. Flow
% of AUM
13.13%
Top 10 Holdings %
Top 10 Hldgs %
78.03%
Holding
430
New
44
Increased
153
Reduced
163
Closed
58
Top Buys
| 1 |
Microsoft
MSFT
|
+$595K |
| 2 |
Smith & Nephew
SNN
|
+$35.9K |
| 3 |
KKR & Co
KKR
|
+$23.6K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$19.2K |
| 5 |
RDFN
Redfin
RDFN
|
+$13.6K |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
+$45.5K |
| 2 |
CVS Health
CVS
|
+$42.9K |
| 3 |
KL
Kirkland Lake Gold Ltd Ordinary
KL
|
+$35.3K |
| 4 |
PetMed Express
PETS
|
+$25.2K |
| 5 |
FIVE9
FIVN
|
+$13.1K |
Sector Composition
| 1 | Technology | 67.38% |
| 2 | Real Estate | 5.19% |
| 3 | Healthcare | 4.47% |
| 4 | Consumer Discretionary | 2.43% |
| 5 | Financials | 2.35% |
