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
601
$25.5K ﹤0.01%
+250
602
$25.2K ﹤0.01%
+880
603
$25.2K ﹤0.01%
+2,073
604
$25.1K ﹤0.01%
+1,200
605
$25K ﹤0.01%
65
+30
606
$25K ﹤0.01%
+205
607
$24.9K ﹤0.01%
+600
608
$24.8K ﹤0.01%
+1,191
609
$24.8K ﹤0.01%
+302
610
$24.7K ﹤0.01%
+85
611
$24.5K ﹤0.01%
+530
612
$24.5K ﹤0.01%
+151
613
$24.3K ﹤0.01%
+236
614
$24.3K ﹤0.01%
+124
615
$24.1K ﹤0.01%
+2,872
616
$23.9K ﹤0.01%
+1,000
617
$23.8K ﹤0.01%
+925
618
$23.7K ﹤0.01%
+276
619
$23.4K ﹤0.01%
+392
620
$23.3K ﹤0.01%
+103
621
$23.2K ﹤0.01%
+2,239
622
$23.2K ﹤0.01%
+215
623
$23.1K ﹤0.01%
+37
624
$23.1K ﹤0.01%
+2,000
625
$22.9K ﹤0.01%
+1,088
23 24
25
26 27