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
451
$63.8K ﹤0.01%
+14,000
452
$62.2K ﹤0.01%
+2,482
453
$62K ﹤0.01%
+3,017
454
$61.8K ﹤0.01%
+1,720
455
$61.8K ﹤0.01%
+289
456
$61.6K ﹤0.01%
+760
457
$61.2K ﹤0.01%
+2,044
458
$60.6K ﹤0.01%
+1,104
459
$60.5K ﹤0.01%
+743
460
$60K ﹤0.01%
+960
461
$59.9K ﹤0.01%
+273
462
$59.5K ﹤0.01%
+3,027
463
$59.1K ﹤0.01%
+2,002
464
$58.8K ﹤0.01%
+1,402
465
$58.8K ﹤0.01%
+580
466
$58.6K ﹤0.01%
+232
467
$58K ﹤0.01%
+17,000
468
$57.4K ﹤0.01%
+50
469
$57.3K ﹤0.01%
+1,608
470
$57.2K ﹤0.01%
+1,175
471
$57.2K ﹤0.01%
1,593
-1,386
472
$57.2K ﹤0.01%
+280
473
$56.9K ﹤0.01%
+896
474
$56.6K ﹤0.01%
+2,872
475
$55.4K ﹤0.01%
+1,512
17 18
19
20 21