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
$4.62M
AUM Growth
-$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$35.9K
3
+$23.6K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.2K
5
RDFN
Redfin
RDFN
+$13.6K

Top Sells

1
+$45.5K
2
+$42.9K
3
+$35.3K
4
PETS icon
PetMed Express
PETS
+$25.2K
5
FIVN icon
FIVE9
FIVN
+$13.1K

Sector Composition

1 Technology 67.38%
2 Real Estate 5.19%
3 Healthcare 4.47%
4 Consumer Discretionary 2.43%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
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