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
676
$15.8K ﹤0.01%
+400
677
$15.7K ﹤0.01%
+1,000
678
$15.6K ﹤0.01%
+4,000
679
$15.6K ﹤0.01%
+470
680
$15.6K ﹤0.01%
+49
681
$15.5K ﹤0.01%
+175
682
$15.4K ﹤0.01%
+92
683
$15.3K ﹤0.01%
46,761
684
$15.2K ﹤0.01%
+250
685
$15.1K ﹤0.01%
+1,576
686
$15.1K ﹤0.01%
+433
687
$14.9K ﹤0.01%
+150
688
$14.8K ﹤0.01%
+934
689
$14.7K ﹤0.01%
+217
690
$14.7K ﹤0.01%
+504
691
$14.7K ﹤0.01%
+133
692
$14.5K ﹤0.01%
+2,000
693
$14.5K ﹤0.01%
+428
694
$14.4K ﹤0.01%
+129
695
$14.4K ﹤0.01%
+80
696
$14.3K ﹤0.01%
+610
697
$14.2K ﹤0.01%
+1,000
698
$13.9K ﹤0.01%
+60
699
$13.9K ﹤0.01%
+400
700
$13.8K ﹤0.01%
+200