FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.26B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.62M
AUM Growth
-$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$35.9K
3
+$23.6K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.2K
5
RDFN
Redfin
RDFN
+$13.6K

Top Sells

1
+$45.5K
2
+$42.9K
3
+$35.3K
4
PETS icon
PetMed Express
PETS
+$25.2K
5
FIVN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$488 0.01%
6,984
+222
252
$479 0.01%
3,744
-648
253
$474 0.01%
16,480
-8,450
254
$469 0.01%
22,115
+3,884
255
$460 0.01%
13,351
-18,029
256
$459 0.01%
7,165
257
$456 0.01%
8,447
-21,597
258
$455 0.01%
16,895
-44,241
259
$453 0.01%
20,893
-60,946
260
$453 0.01%
34,546
+395
261
$447 0.01%
31,280
-14,219
262
$441 0.01%
26,000
+28
263
$435 0.01%
5,502
-147
264
$435 0.01%
+3,424
265
$433 0.01%
25,364
-219
266
$432 0.01%
6,164
+955
267
$431 0.01%
11,436
-13,849
268
$431 0.01%
2,851
-7,239
269
$428 0.01%
+10,368
270
$421 0.01%
+3,079
271
$419 0.01%
14,450
+3,000
272
$416 0.01%
11,412
-4,774
273
$413 0.01%
85,045
274
$404 0.01%
11,019
-43,589
275
$393 0.01%
+8,810
9 10
11
12 13