FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.37B
1-Year Est. Return 21.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.42%
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
SPDR Bloomberg Barclays 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
351
– –
-25,580
352
– –
-5,307
353
– –
-390,700
11 12 13 14
15