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
276
$391 0.01%
3,013
-7,011
277
$388 0.01%
+14,000
278
$385 0.01%
9,170
-75,613
279
$372 0.01%
4,158
-2,106
280
$371 0.01%
+5,592
281
$370 0.01%
12,729
+4,022
282
$368 0.01%
10,073
-5,537
283
$364 0.01%
+26,989
284
$352 0.01%
801
-2,227
285
$349 0.01%
10,708
-24,198
286
$342 0.01%
254
-175
287
$342 0.01%
+3,487
288
$341 0.01%
4,391
-184
289
$336 0.01%
5,346
-1,269
290
$336 0.01%
1,585
+320
291
$335 0.01%
23,417
-31,125
292
$335 0.01%
+1,891
293
$334 0.01%
+7,000
294
$331 0.01%
70,711
-9,289
295
$330 0.01%
6,759
-26,652
296
$326 0.01%
21,223
-478
297
$325 0.01%
7,708
-23,676
298
$323 0.01%
20,449
+7,443
299
$321 0.01%
44,696
-104,677
300
$317 0.01%
6,239
+1,652
10 11
12
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