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FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.28B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$9.35M
3
+$7.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.53M
5
NEM icon
Newmont
NEM
+$4.26M

Top Sells

1
+$154M
2
+$9.16M
3
+$8.19M
4
AAPL icon
Apple
AAPL
+$7.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.41M

Sector Composition

1 Technology 12.27%
2 Consumer Discretionary 6.77%
3 Healthcare 6.61%
4 Financials 4.7%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
+10,000
377
$4K ﹤0.01%
10,000
378
$3K ﹤0.01%
17,000
379
– –
-5,667
380
– –
-3,715
381
– –
-3,359
382
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-1,024
383
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-11,650
384
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-24,173
385
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386
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387
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-7,298
388
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-8,069
389
– –
-17,228
390
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391
– –
-4,928
392
– –
-4,286
393
– –
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394
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395
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396
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-2,968
397
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398
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399
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400
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