FCH
Freestone Capital Holdings Portfolio holdings
AUM
$2.94B
1-Year Return
17.09%
This Quarter Return
+74.03%
1 Year Return
+17.09%
3 Year Return
+74.45%
5 Year Return
+128.19%
10 Year Return
+481.02%
AUM
$8.42M
AUM Growth
+$3.8M
(+82%)
Cap. Flow
-$1.92M
Cap. Flow
% of AUM
-22.84%
Top 10 Holdings %
Top 10 Hldgs %
87.25%
Holding
408
New
36
Increased
149
Reduced
141
Closed
60
Top Buys
| 1 |
DocuSign
DOCU
|
+$96.8K |
| 2 |
SPDR MSCI ACWI ex-US ETF
CWI
|
+$26.2K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$23.7K |
| 4 |
Corning
GLW
|
+$13K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$12.4K |
Top Sells
| 1 |
RDFN
Redfin
RDFN
|
+$1.42M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$229K |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
+$151K |
| 4 |
Microsoft
MSFT
|
+$118K |
| 5 |
Invesco FTSE RAFI Emerging Markets ETF
PXH
|
+$39.1K |
Sector Composition
| 1 | Technology | 39.37% |
| 2 | Real Estate | 32.56% |
| 3 | Healthcare | 2.28% |
| 4 | Consumer Discretionary | 1.68% |
| 5 | Financials | 1.07% |
