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
501
$45.4K ﹤0.01%
+2,457
502
$45.1K ﹤0.01%
+263
503
$45.1K ﹤0.01%
+649
504
$44.5K ﹤0.01%
+4,192
505
$44.4K ﹤0.01%
+2,267
506
$44.3K ﹤0.01%
3,187
-10,634
507
$44.1K ﹤0.01%
+157
508
$44.1K ﹤0.01%
+1,500
509
$44K ﹤0.01%
+230
510
$43.7K ﹤0.01%
+177
511
$43.7K ﹤0.01%
+756
512
$43.6K ﹤0.01%
+1,209
513
$43.4K ﹤0.01%
+834
514
$42.8K ﹤0.01%
+3,876
515
$42.5K ﹤0.01%
+256
516
$42.2K ﹤0.01%
+1,231
517
$42.1K ﹤0.01%
+650
518
$41.4K ﹤0.01%
+5,000
519
$41.1K ﹤0.01%
+171
520
$40.5K ﹤0.01%
+4,125
521
$40.2K ﹤0.01%
+429
522
$40.1K ﹤0.01%
+1,174
523
$39.7K ﹤0.01%
+1,197
524
$39.1K ﹤0.01%
+1,512
525
$38.9K ﹤0.01%
+182
19 20
21
22 23