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
$1.53B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$8.36M
3
+$5.11M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.56M

Top Sells

1
+$24.5M
2
+$21.3M
3
+$17.7M
4
RDFN
Redfin
RDFN
+$6.9M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.54M

Sector Composition

1 Technology 17.45%
2 Consumer Discretionary 11.01%
3 Healthcare 9.35%
4 Financials 6.3%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$99.6K 0.01%
1,690
-1,465
402
$99.3K 0.01%
23,863
+171
403
$98.4K 0.01%
10,278
-961
404
$93.3K 0.01%
+1,000
405
$91.1K 0.01%
+1,883
406
$91K 0.01%
13,160
407
$90.2K 0.01%
+630
408
$89K 0.01%
+835
409
$88.9K 0.01%
+726
410
$88.2K 0.01%
+6,797
411
$87.5K 0.01%
+1,521
412
$85.8K 0.01%
+2,099
413
$85.6K 0.01%
+608
414
$85.1K 0.01%
+6,404
415
$84.4K 0.01%
+6,135
416
$84K 0.01%
2,704
+329
417
$83.3K 0.01%
44,785
+13,891
418
$82.5K 0.01%
+3,050
419
$81.6K 0.01%
+800
420
$80.9K 0.01%
+3,000
421
$80K 0.01%
+622
422
$79.2K 0.01%
+3,662
423
$79.2K 0.01%
+5,454
424
$77.6K 0.01%
+1,000
425
$77.1K 0.01%
+1,000
15 16
17
18 19