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
651
$19.5K ﹤0.01%
+664
652
$19.5K ﹤0.01%
+20
653
$19.5K ﹤0.01%
+400
654
$19.1K ﹤0.01%
+57
655
$19.1K ﹤0.01%
+3,280
656
$19K ﹤0.01%
+135
657
$18.8K ﹤0.01%
+148
658
$18.8K ﹤0.01%
580
-420
659
$18.6K ﹤0.01%
+1,000
660
$18.3K ﹤0.01%
+151
661
$18.2K ﹤0.01%
+310
662
$18.2K ﹤0.01%
+7,726
663
$17.8K ﹤0.01%
+271
664
$17.3K ﹤0.01%
+688
665
$17.2K ﹤0.01%
11,357
+1,300
666
$17.1K ﹤0.01%
+1,000
667
$17K ﹤0.01%
+955
668
$17K ﹤0.01%
+215
669
$16.8K ﹤0.01%
+423
670
$16.3K ﹤0.01%
+168
671
$16.1K ﹤0.01%
+305
672
$16K ﹤0.01%
+520
673
$16K ﹤0.01%
+927
674
$15.9K ﹤0.01%
+2,000
675
$15.9K ﹤0.01%
+300
25 26
27
28 29