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FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.28B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.7M
3
+$11.2M
4
DDS icon
Dillards
DDS
+$10.8M
5
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$5.65M

Top Sells

1
+$20.7M
2
+$20.5M
3
+$4.03M
4
SPLS
Staples Inc
SPLS
+$3.93M
5
TTM
Tata Motors Limited
TTM
+$3.39M

Sector Composition

1 Technology 19.11%
2 Consumer Discretionary 13.48%
3 Communication Services 10.81%
4 Healthcare 9.24%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$29K ﹤0.01%
+670
327
$27K ﹤0.01%
50
328
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-6,948
329
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-1,500
330
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-10,000
331
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-13,951
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-28,967
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-5,520
337
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-1,000
338
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-20,000
339
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-102,806
340
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-95,045
341
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-85,418
342
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-25,580
343
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-5,307
344
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-6,500
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348
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-9,950
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