We are live on ! Find out more
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
$2.62B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$717M
2
+$52.8M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.46M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.75M

Top Sells

1
+$47.1M
2
+$9.59M
3
+$8.53M
4
MSFT icon
Microsoft
MSFT
+$6.23M
5
AGCO icon
AGCO
AGCO
+$5.96M

Sector Composition

1 Technology 12.65%
2 Healthcare 6.93%
3 Consumer Discretionary 6.52%
4 Financials 4.58%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-2,069
577
– –
-21,471
578
– –
-6,190
579
– –
-1,031
580
– –
-164,360
581
– –
-1,773
582
– –
-1,244
583
– –
-9,313
584
– –
-8,139
585
– –
-70,515
586
– –
-15,183
587
– –
-1,379
588
– –
-21,769
589
– –
-2,299
590
– –
-4,238
591
– –
-602
592
– –
-10,489
593
– –
-1,833
594
– –
-3,313
595
– –
-4,132
596
– –
-197,178
597
– –
-12,468
598
– –
-53,455
599
– –
-1,360
600
– –
-69,760
21 22 23
24
25