We are live on ! Find out more
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
426
– –
-3,063
427
– –
-12,122
428
– –
-3,016
429
– –
-13,636
430
– –
-6,998
431
– –
-6,706
432
– –
-9,215
433
– –
-15,672
434
– –
-11,250
435
– –
-1,231
436
– –
-3,365
437
– –
-1,656
438
– –
-46,788
439
– –
-4,518
440
– –
-2,796
441
– –
-5,903
442
– –
-8,682
443
– –
-7,692
444
– –
-18,977
445
– –
-6,015
446
– –
-5,220
447
– –
-1,000
448
– –
-302,187
14 15 16 17
18