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
$2.89B
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$94.5M
2
+$7.91M
3
+$7.45M
4
NVDA icon
NVIDIA
NVDA
+$6.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.61M

Top Sells

1
+$114M
2
+$12.8M
3
+$7.76M
4
CPT icon
Camden Property Trust
CPT
+$3.55M
5
PFE icon
Pfizer
PFE
+$2.8M

Sector Composition

1 Technology 23.85%
2 Consumer Discretionary 7.47%
3 Financials 6.43%
4 Healthcare 5.65%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$249K 0.01%
25,005
-10,009
377
$248K 0.01%
11,616
-86
378
$247K 0.01%
+5,928
379
$246K 0.01%
+3,324
380
$244K 0.01%
2,426
381
$244K 0.01%
3,220
382
$243K 0.01%
+960
383
$243K 0.01%
+11,858
384
$240K 0.01%
+8,277
385
$238K 0.01%
22,600
+2,600
386
$238K 0.01%
+1,152
387
$236K 0.01%
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388
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389
$234K 0.01%
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390
$232K 0.01%
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391
$230K 0.01%
2,394
392
$229K 0.01%
+1,891
393
$229K 0.01%
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394
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1,290
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395
$229K 0.01%
2,276
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396
$228K 0.01%
5,086
-1,781
397
$228K 0.01%
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398
$228K 0.01%
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399
$227K 0.01%
+4,197
400
$227K 0.01%
11,634
+833
14 15
16
17 18