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
$2.89B
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$94.5M
2
+$7.91M
3
+$7.45M
4
NVDA icon
NVIDIA
NVDA
+$6.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.61M

Top Sells

1
+$114M
2
+$12.8M
3
+$7.76M
4
CPT icon
Camden Property Trust
CPT
+$3.55M
5
PFE icon
Pfizer
PFE
+$2.8M

Sector Composition

1 Technology 23.85%
2 Consumer Discretionary 7.47%
3 Financials 6.43%
4 Healthcare 5.65%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$357K 0.01%
7,217
+2,621
327
$356K 0.01%
2,404
-27
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$348K 0.01%
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331
$341K 0.01%
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334
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335
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336
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338
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3,025
339
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6,524
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340
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342
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343
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344
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345
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346
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347
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348
$296K 0.01%
7,377
-19
349
$289K 0.01%
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-1,000
350
$287K 0.01%
1,513
-77
12 13
14
15 16