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
426
$76.6K 0.01%
+185
427
$76K 0.01%
+7,700
428
$75.6K ﹤0.01%
+780
429
$75.3K ﹤0.01%
+2,864
430
$75.1K ﹤0.01%
+1,554
431
$74.2K ﹤0.01%
+3,495
432
$74.1K ﹤0.01%
+1,359
433
$73.5K ﹤0.01%
+788
434
$72.2K ﹤0.01%
+1,789
435
$71.9K ﹤0.01%
+5,069
436
$71.9K ﹤0.01%
+7,442
437
$71.6K ﹤0.01%
+2,550
438
$71.6K ﹤0.01%
17,500
439
$71.5K ﹤0.01%
+646
440
$71.3K ﹤0.01%
+862
441
$70.2K ﹤0.01%
+6,059
442
$69.3K ﹤0.01%
+4,944
443
$69.3K ﹤0.01%
+1,900
444
$67.7K ﹤0.01%
+2,040
445
$67.6K ﹤0.01%
+2,375
446
$67K ﹤0.01%
+4,773
447
$66.4K ﹤0.01%
+1,225
448
$65.4K ﹤0.01%
+4,449
449
$64.7K ﹤0.01%
+2,976
450
$63.9K ﹤0.01%
+270
16 17
18
19 20