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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
$951M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$14M
3
+$13.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.6M
5
VIAB
Viacom Inc. Class B
VIAB
+$5.8M

Top Sells

1
+$27.5M
2
+$18.2M
3
+$18M
4
BAH icon
Booz Allen Hamilton
BAH
+$17.7M
5
AMLP icon
Alerian MLP ETF
AMLP
+$17M

Sector Composition

1 Technology 26.63%
2 Industrials 12.91%
3 Consumer Discretionary 10.37%
4 Communication Services 10.2%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
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