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
$1.99B
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.18M
3
+$5.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.29M

Top Sells

1
+$11.8M
2
+$4.23M
3
+$3.63M
4
PFE icon
Pfizer
PFE
+$3.04M
5
SYY icon
Sysco
SYY
+$2.92M

Sector Composition

1 Technology 18.51%
2 Consumer Discretionary 10.36%
3 Healthcare 9.62%
4 Financials 7.83%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$297K 0.01%
734
+144
352
$292K 0.01%
1,282
+342
353
$291K 0.01%
6,926
+27
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356
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358
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359
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360
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361
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362
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364
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4,352
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365
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366
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2,027
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368
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369
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370
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371
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13,580
-369
372
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1,523
-46
373
$254K 0.01%
899
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374
$254K 0.01%
+14,000
375
$250K 0.01%
+4,179
13 14
15
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