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
$1.71B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.77M
3
+$5.13M
4
NVDA icon
NVIDIA
NVDA
+$3.95M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Top Sells

1
+$51.7M
2
+$6.77M
3
+$4.36M
4
SAP icon
SAP
SAP
+$4.01M
5
LLY icon
Eli Lilly
LLY
+$3.85M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 10.72%
3 Healthcare 9.67%
4 Financials 6.81%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$67.9K ﹤0.01%
743
502
$67.7K ﹤0.01%
960
503
$67.7K ﹤0.01%
1,612
+4
504
$67.5K ﹤0.01%
240
+200
505
$67.5K ﹤0.01%
3,746
+3,716
506
$67.2K ﹤0.01%
439
+330
507
$66.6K ﹤0.01%
1,500
508
$66.5K ﹤0.01%
1,428
509
$65.8K ﹤0.01%
1,019
+126
510
$65.3K ﹤0.01%
+6,250
511
$65.2K ﹤0.01%
2,267
512
$65.1K ﹤0.01%
5,222
513
$64.2K ﹤0.01%
676
-603
514
$63.5K ﹤0.01%
4,192
515
$63.3K ﹤0.01%
1,256
+1,160
516
$63.3K ﹤0.01%
2,268
-782
517
$62.7K ﹤0.01%
280
518
$62.7K ﹤0.01%
+229
519
$62.6K ﹤0.01%
2,137
+2,091
520
$61.3K ﹤0.01%
4,125
521
$61.3K ﹤0.01%
5,204
+1,328
522
$61.2K ﹤0.01%
3,050
+23
523
$60.6K ﹤0.01%
2,800
-9,873
524
$60.3K ﹤0.01%
1,513
-80
525
$59.5K ﹤0.01%
4,168
+500
19 20
21
22 23