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
301
$316 0.01%
5,615
-78
302
$313 0.01%
30,726
-44,654
303
$311 0.01%
17,867
+7,430
304
$309 0.01%
+11,000
305
$308 0.01%
10,203
-964
306
$306 0.01%
+2,111
307
$302 0.01%
+30,336
308
$292 0.01%
+10,811
309
$291 0.01%
15,472
-6,315
310
$283 0.01%
5,532
+1,400
311
$283 0.01%
5,000
-16,397
312
$279 0.01%
3,576
+103
313
$273 0.01%
4,868
-415
314
$271 0.01%
+5,837
315
$270 0.01%
19,968
316
$270 0.01%
58,791
-82,906
317
$267 0.01%
8,032
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318
$266 0.01%
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319
$266 0.01%
6,370
-14,695
320
$260 0.01%
1,062
-602
321
$260 0.01%
6,336
-2,582
322
$255 0.01%
+2,466
323
$247 0.01%
9,535
-20,774
324
$244 0.01%
2,136
+771
325
$242 0.01%
10,234
-114
11 12
13
14 15