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
$1.53B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$8.36M
3
+$5.11M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.56M

Top Sells

1
+$24.5M
2
+$21.3M
3
+$17.7M
4
RDFN
Redfin
RDFN
+$6.9M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.54M

Sector Composition

1 Technology 17.45%
2 Consumer Discretionary 11.01%
3 Healthcare 9.35%
4 Financials 6.3%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$162K 0.01%
21,867
+208
352
$160K 0.01%
+491
353
$159K 0.01%
758
-449
354
$159K 0.01%
+1,342
355
$158K 0.01%
2,255
-1,170
356
$157K 0.01%
+1,593
357
$157K 0.01%
2,281
-1,640
358
$153K 0.01%
+5,667
359
$153K 0.01%
10,000
360
$143K 0.01%
5,086
-2,976
361
$142K 0.01%
+5,248
362
$141K 0.01%
848
-720
363
$141K 0.01%
+3,218
364
$139K 0.01%
2,672
-1,704
365
$139K 0.01%
+3,032
366
$138K 0.01%
+5,371
367
$138K 0.01%
+775
368
$137K 0.01%
12,616
+2,439
369
$137K 0.01%
+702
370
$135K 0.01%
+5,345
371
$133K 0.01%
+1,691
372
$132K 0.01%
+3,850
373
$132K 0.01%
+2,152
374
$127K 0.01%
+6,912
375
$123K 0.01%
+2,251
13 14
15
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