We are live on ! Find out more
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
$1.28B
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.2M
3
+$12.8M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$8.72M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$8.7M

Top Sells

1
+$26.4M
2
+$20.5M
3
+$18M
4
UHAL icon
U-Haul Holding Co
UHAL
+$17.9M
5
TGNA
TEGNA Inc
TGNA
+$6.06M

Sector Composition

1 Technology 18.88%
2 Communication Services 11.52%
3 Consumer Discretionary 11.39%
4 Industrials 10.04%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-9,432
352
– –
-17,367
353
– –
-88,192
354
– –
-376,929
355
– –
-8,827
356
– –
-40,103
357
– –
-1,669
358
– –
-21,704
359
– –
-2,086
360
– –
-16,311
361
– –
-28,687
362
– –
-237,810
363
– –
-4,266
364
– –
-6,490
365
– –
-28,531
366
– –
-4,166
11 12 13 14
15