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
$2.89B
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$94.5M
2
+$7.91M
3
+$7.45M
4
NVDA icon
NVIDIA
NVDA
+$6.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.61M

Top Sells

1
+$114M
2
+$12.8M
3
+$7.76M
4
CPT icon
Camden Property Trust
CPT
+$3.55M
5
PFE icon
Pfizer
PFE
+$2.8M

Sector Composition

1 Technology 23.85%
2 Consumer Discretionary 7.47%
3 Financials 6.43%
4 Healthcare 5.65%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$694K 0.02%
7,518
-1,476
252
$687K 0.02%
+30,000
253
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5,300
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8,837
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9 10
11
12 13