FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.37B
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
-$20K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.6M
3
+$14.8M
4
BAH icon
Booz Allen Hamilton
BAH
+$9.05M
5
AUY
Yamana Gold, Inc.
AUY
+$3.8M

Top Sells

1
+$14.6M
2
+$12.9M
3
+$12.7M
4
GM icon
General Motors
GM
+$8.17M
5
IFT
IMPERIAL HLDGS INC COM STK (FL)
IFT
+$7.3M

Sector Composition

1 Technology 22.85%
2 Industrials 20.15%
3 Consumer Discretionary 11.46%
4 Healthcare 8.1%
5 Energy 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-14,628
327
– –
-12,000
328
– –
-16,455
329
– –
-19,606
330
– –
-12,369
331
– –
-20,826
10 11 12 13
14