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
576
$29.4K ﹤0.01%
812
-21,425
577
$29.4K ﹤0.01%
+1,051
578
$29.3K ﹤0.01%
+850
579
$29.2K ﹤0.01%
+607
580
$29.2K ﹤0.01%
+2,555
581
$28.8K ﹤0.01%
+423
582
$28.7K ﹤0.01%
+300
583
$28.6K ﹤0.01%
+521
584
$28.5K ﹤0.01%
+1,109
585
$28.3K ﹤0.01%
+150
586
$28K ﹤0.01%
+2,326
587
$27.9K ﹤0.01%
+600
588
$27.8K ﹤0.01%
+118
589
$27.8K ﹤0.01%
+2,550
590
$27.7K ﹤0.01%
+201
591
$27.6K ﹤0.01%
+2,600
592
$27.3K ﹤0.01%
+5,744
593
$27.3K ﹤0.01%
+1,245
594
$27.2K ﹤0.01%
+2,279
595
$27.2K ﹤0.01%
+1,488
596
$27K ﹤0.01%
+400
597
$26.7K ﹤0.01%
+895
598
$26.6K ﹤0.01%
+1,061
599
$26.5K ﹤0.01%
+3,000
600
$25.8K ﹤0.01%
+1,135
22 23
24
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