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
$1.99B
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.18M
3
+$5.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.29M

Top Sells

1
+$11.8M
2
+$4.23M
3
+$3.63M
4
PFE icon
Pfizer
PFE
+$3.04M
5
SYY icon
Sysco
SYY
+$2.92M

Sector Composition

1 Technology 18.51%
2 Consumer Discretionary 10.36%
3 Healthcare 9.62%
4 Financials 7.83%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.42M 0.42%
181,446
+11,628
52
$8.33M 0.42%
36,412
+12,222
53
$8.29M 0.42%
32,197
+1,641
54
$8.1M 0.41%
60,800
+260
55
$8.06M 0.4%
93,758
-24,971
56
$7.92M 0.4%
66,320
+10,566
57
$7.71M 0.39%
81,358
-3,606
58
$7.71M 0.39%
128,806
+8,035
59
$7.68M 0.39%
33,225
-25
60
$7.66M 0.38%
38,275
+945
61
$7.43M 0.37%
102,577
+1,289
62
$7.35M 0.37%
21,960
+694
63
$7.13M 0.36%
120,548
+1,575
64
$7.09M 0.36%
27,254
+567
65
$7.04M 0.35%
100,333
+7,787
66
$7.04M 0.35%
163,579
-70,691
67
$7.01M 0.35%
29,067
-3,667
68
$6.97M 0.35%
49,858
+3,935
69
$6.95M 0.35%
32,702
-8,074
70
$6.84M 0.34%
338,082
+11,852
71
$6.8M 0.34%
137,584
+5,293
72
$6.75M 0.34%
53,827
-8,149
73
$6.66M 0.33%
123,292
+2,058
74
$6.6M 0.33%
118,869
+5,338
75
$6.51M 0.33%
18,865
+1,570
1 2
3
4 5