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
701
$13.6K ﹤0.01%
+111
702
$13.5K ﹤0.01%
+452
703
$13.2K ﹤0.01%
+500
704
$13K ﹤0.01%
+428
705
$12.9K ﹤0.01%
+3
706
$12.8K ﹤0.01%
+754
707
$12.8K ﹤0.01%
+2,000
708
$12.7K ﹤0.01%
+1,262
709
$12.5K ﹤0.01%
+2,000
710
$12.4K ﹤0.01%
+1,700
711
$12.4K ﹤0.01%
+326
712
$12.3K ﹤0.01%
+98
713
$12.3K ﹤0.01%
+1,000
714
$12.1K ﹤0.01%
+204
715
$12K ﹤0.01%
+834
716
$11.9K ﹤0.01%
+167
717
$11.9K ﹤0.01%
+126
718
$11.8K ﹤0.01%
+317
719
$11.8K ﹤0.01%
+288
720
$11.8K ﹤0.01%
+200
721
$11.6K ﹤0.01%
+239
722
$11.5K ﹤0.01%
+89
723
$11.3K ﹤0.01%
+194
724
$11.2K ﹤0.01%
300
-15,504
725
$11.2K ﹤0.01%
+1,000
27 28
29
30 31