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FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.28B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.49B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$54.2M
3
+$11.7M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$9.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.36M

Top Sells

1
+$68.8M
2
+$3.77M
3
+$3.37M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.7M

Sector Composition

1 Technology 19.68%
2 Healthcare 9.83%
3 Consumer Discretionary 9.49%
4 Financials 7.62%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
0
577
$15K ﹤0.01%
500
578
$15K ﹤0.01%
1,000
579
$13K ﹤0.01%
10,000
580
$7K ﹤0.01%
67
581
$4K ﹤0.01%
17,000
582
– –
-3,056
583
– –
-2,972
584
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-24,212
585
– –
-1,476
586
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-3,273
587
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-1,577
588
– –
-4,701
589
– –
-6,380
590
– –
-31,185
591
– –
-2,269
592
– –
-916
593
– –
-9,590
594
– –
-5,307
595
– –
-10,164
596
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-67,326
597
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598
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599
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600
– –
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