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
551
$34.1K ﹤0.01%
+769
552
$34K ﹤0.01%
+725
553
$33.6K ﹤0.01%
+506
554
$33.5K ﹤0.01%
+391
555
$33.4K ﹤0.01%
+1,603
556
$33.2K ﹤0.01%
+1,190
557
$33.1K ﹤0.01%
+425
558
$33.1K ﹤0.01%
+1,500
559
$32.5K ﹤0.01%
+4,561
560
$32.2K ﹤0.01%
+111
561
$32.1K ﹤0.01%
+1,327
562
$32K ﹤0.01%
+829
563
$31.6K ﹤0.01%
+370
564
$31.5K ﹤0.01%
+200
565
$31.4K ﹤0.01%
+200
566
$31.2K ﹤0.01%
+40
567
$30.9K ﹤0.01%
+600
568
$30.7K ﹤0.01%
+2,500
569
$30.5K ﹤0.01%
+346
570
$30.5K ﹤0.01%
+1,419
571
$30.4K ﹤0.01%
+1,182
572
$30.4K ﹤0.01%
+1,250
573
$29.9K ﹤0.01%
+1,500
574
$29.7K ﹤0.01%
+445
575
$29.6K ﹤0.01%
+4,016
21 22
23
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