FCH
Freestone Capital Holdings Portfolio holdings
AUM
$2.94B
1-Year Return
17.09%
This Quarter Return
+1.48%
1 Year Return
+17.09%
3 Year Return
+74.45%
5 Year Return
+128.19%
10 Year Return
+481.02%
AUM
$4.15M
AUM Growth
+$244K
(+6.2%)
Cap. Flow
+$203K
Cap. Flow
% of AUM
4.89%
Top 10 Holdings %
Top 10 Hldgs %
72.67%
Holding
395
New
49
Increased
132
Reduced
166
Closed
26
Top Buys
| 1 |
Microsoft
MSFT
|
+$56.4K |
| 2 |
KL
Kirkland Lake Gold Ltd Ordinary
KL
|
+$35.8K |
| 3 |
Netflix
NFLX
|
+$33.2K |
| 4 |
SPDR S&P Global Dividend ETF
WDIV
|
+$22K |
| 5 |
Papa John's
PZZA
|
+$21K |
Top Sells
| 1 |
Bilibili
BILI
|
+$8.14K |
| 2 |
LK
Luckin Coffee Inc. American Depositary Shares
LK
|
+$7.8K |
| 3 |
Funko
FNKO
|
+$7.29K |
| 4 |
CVS Health
CVS
|
+$5.51K |
| 5 |
B
Barrick Mining Corporation
B
|
+$5.48K |
Sector Composition
| 1 | Technology | 65.25% |
| 2 | Communication Services | 4.81% |
| 3 | Consumer Discretionary | 3.69% |
| 4 | Healthcare | 3.62% |
| 5 | Financials | 2.37% |
