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
$1.99B
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.18M
3
+$5.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.29M

Top Sells

1
+$11.8M
2
+$4.23M
3
+$3.63M
4
PFE icon
Pfizer
PFE
+$3.04M
5
SYY icon
Sysco
SYY
+$2.92M

Sector Composition

1 Technology 18.51%
2 Consumer Discretionary 10.36%
3 Healthcare 9.62%
4 Financials 7.83%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$438K 0.02%
9,575
+74
302
$435K 0.02%
1,218
+277
303
$434K 0.02%
7,624
+322
304
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3,661
-5,452
305
$420K 0.02%
2,812
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306
$419K 0.02%
674
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307
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308
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6,792
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309
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310
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311
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312
$398K 0.02%
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313
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2,334
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314
$383K 0.02%
6,606
+1,375
315
$377K 0.02%
2,299
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316
$376K 0.02%
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317
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881
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319
$364K 0.02%
5,978
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320
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12,025
-9,610
321
$360K 0.02%
2,624
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$358K 0.02%
2,806
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323
$356K 0.02%
10,619
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324
$356K 0.02%
5,700
+1,166
325
$352K 0.02%
+14,056
11 12
13
14 15