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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
$1.47B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$21.3M
3
+$14.1M
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$13.6M
5
AMLP icon
Alerian MLP ETF
AMLP
+$13.5M

Top Sells

1
+$26.5M
2
+$21.9M
3
+$17.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$11.5M
5
IHG icon
InterContinental Hotels
IHG
+$11.1M

Sector Composition

1 Technology 15.51%
2 Healthcare 11.49%
3 Communication Services 8.72%
4 Consumer Discretionary 8.39%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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452
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453
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454
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-38,508
455
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-794
456
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457
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-139,242
459
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-227,989
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-325,619
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464
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-55,510
465
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-3,065
466
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-15,000
467
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-1,298
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