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
$4.62M
AUM Growth
-$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$35.9K
3
+$23.6K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.2K
5
RDFN
Redfin
RDFN
+$13.6K

Top Sells

1
+$45.5K
2
+$42.9K
3
+$35.3K
4
PETS icon
PetMed Express
PETS
+$25.2K
5
FIVN icon
FIVE9
FIVN
+$13.1K

Sector Composition

1 Technology 67.38%
2 Real Estate 5.19%
3 Healthcare 4.47%
4 Consumer Discretionary 2.43%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.68K 0.14%
98,709
-6,509
52
$6.65K 0.14%
20,894
+5,454
53
$6.12K 0.13%
63,298
+31,169
54
$6.1K 0.13%
+200
55
$6.02K 0.13%
46,681
-23,118
56
$5.86K 0.13%
149,040
+4,179
57
$5.83K 0.13%
138,449
+73,214
58
$5.7K 0.12%
107,944
-13,902
59
$5.62K 0.12%
68,144
+25,941
60
$5.59K 0.12%
61,950
+5,401
61
$5.56K 0.12%
39,404
+14,849
62
$5.46K 0.12%
301,295
-99,705
63
$5.44K 0.12%
60,448
+10,266
64
$5.4K 0.12%
112,558
-16,444
65
$5.33K 0.12%
55,695
+29,898
66
$5.3K 0.11%
18,703
+4,180
67
$5.27K 0.11%
47,677
+15,834
68
$4.88K 0.11%
169,885
+59,133
69
$4.79K 0.1%
26,197
+8,461
70
$4.62K 0.1%
86,069
+11,783
71
$4.62K 0.1%
268,593
+67,045
72
$4.51K 0.1%
119,734
+27,384
73
$4.47K 0.1%
50,486
-16,796
74
$4.38K 0.09%
37,703
+2,919
75
$4.36K 0.09%
114,793
+63,598
1 2
3
4 5