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
476
$55.4K ﹤0.01%
+550
477
$55.1K ﹤0.01%
+852
478
$54.6K ﹤0.01%
+6,450
479
$54.4K ﹤0.01%
+488
480
$54.2K ﹤0.01%
+369
481
$53.6K ﹤0.01%
+710
482
$53.3K ﹤0.01%
1,514
-604,287
483
$53.2K ﹤0.01%
+757
484
$52.6K ﹤0.01%
+7,900
485
$52.1K ﹤0.01%
+500
486
$52K ﹤0.01%
+2,873
487
$51.7K ﹤0.01%
+5,000
488
$50K ﹤0.01%
+1,867
489
$49.6K ﹤0.01%
+548
490
$49.4K ﹤0.01%
+600
491
$49.2K ﹤0.01%
+893
492
$49K ﹤0.01%
+5,222
493
$49K ﹤0.01%
+1,304
494
$47.9K ﹤0.01%
+2,611
495
$47.5K ﹤0.01%
+827
496
$46.7K ﹤0.01%
+1,236
497
$46.2K ﹤0.01%
+4,000
498
$46.1K ﹤0.01%
+1,428
499
$46K ﹤0.01%
+1,929
500
$45.9K ﹤0.01%
+2,500
18 19
20
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