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
626
$22.9K ﹤0.01%
+345
627
$22.6K ﹤0.01%
+761
628
$22.6K ﹤0.01%
+1,830
629
$22.5K ﹤0.01%
+655
630
$22.4K ﹤0.01%
+200
631
$22.2K ﹤0.01%
+103
632
$22K ﹤0.01%
+101
633
$22K ﹤0.01%
+1,000
634
$21.9K ﹤0.01%
+700
635
$21.7K ﹤0.01%
+2,909
636
$21.7K ﹤0.01%
+405
637
$21.5K ﹤0.01%
+423
638
$21.4K ﹤0.01%
+234
639
$21.4K ﹤0.01%
+458
640
$21.2K ﹤0.01%
+62
641
$21.1K ﹤0.01%
+239
642
$20.7K ﹤0.01%
+473
643
$20.5K ﹤0.01%
+12
644
$20.5K ﹤0.01%
+70
645
$20.4K ﹤0.01%
+600
646
$20.3K ﹤0.01%
+26
647
$20.2K ﹤0.01%
+2,970
648
$19.7K ﹤0.01%
+85
649
$19.6K ﹤0.01%
+453
650
$19.6K ﹤0.01%
+500
24 25
26
27 28