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
526
$38.8K ﹤0.01%
+369
527
$38.5K ﹤0.01%
+1,505
528
$38.4K ﹤0.01%
+522
529
$37.9K ﹤0.01%
+138
530
$37.8K ﹤0.01%
+187
531
$37.6K ﹤0.01%
5,000
-30,000
532
$37.3K ﹤0.01%
+1,530
533
$37.1K ﹤0.01%
+584
534
$37.1K ﹤0.01%
+3,668
535
$36.9K ﹤0.01%
+100
536
$36.9K ﹤0.01%
+296
537
$36.2K ﹤0.01%
+526
538
$35.7K ﹤0.01%
+332
539
$35.5K ﹤0.01%
+373
540
$35.4K ﹤0.01%
+600
541
$35.4K ﹤0.01%
+815
542
$35.4K ﹤0.01%
+2,404
543
$35.3K ﹤0.01%
+540
544
$35.1K ﹤0.01%
+1,174
545
$35K ﹤0.01%
+255
546
$34.9K ﹤0.01%
+1,000
547
$34.8K ﹤0.01%
+453
548
$34.7K ﹤0.01%
+250
549
$34.3K ﹤0.01%
+366
550
$34.2K ﹤0.01%
+1,544
20 21
22
23 24