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
376
$248K 0.01%
+819
377
$246K 0.01%
+4,810
378
$245K 0.01%
2,676
-23,634
379
$245K 0.01%
2,981
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-50
381
$238K 0.01%
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382
$235K 0.01%
2,044
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383
$233K 0.01%
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384
$232K 0.01%
4,407
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385
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-50
386
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387
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259
388
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389
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14,499
390
$217K 0.01%
3,232
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391
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20,831
-1,276
392
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393
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395
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1,438
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397
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398
$202K 0.01%
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399
$201K 0.01%
14,217
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400
$201K 0.01%
+311
14 15
16
17 18