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
726
$11.1K ﹤0.01%
+97
727
$11K ﹤0.01%
+500
728
$10.9K ﹤0.01%
+76
729
$10.9K ﹤0.01%
+400
730
$10.8K ﹤0.01%
+150
731
$10.8K ﹤0.01%
+500
732
$10.6K ﹤0.01%
+150
733
$10.6K ﹤0.01%
+195
734
$10.6K ﹤0.01%
+74
735
$10.5K ﹤0.01%
+120
736
$10.4K ﹤0.01%
+43
737
$10.4K ﹤0.01%
+150
738
$10.4K ﹤0.01%
+2,500
739
$10.3K ﹤0.01%
+81
740
$10.2K ﹤0.01%
+63
741
$10.2K ﹤0.01%
+66
742
$10.1K ﹤0.01%
+1,000
743
$10K ﹤0.01%
+40
744
$10K ﹤0.01%
+43
745
$10K ﹤0.01%
+102
746
$9.92K ﹤0.01%
271
-6,411
747
$9.92K ﹤0.01%
+700
748
$9.73K ﹤0.01%
+100
749
$9.71K ﹤0.01%
+200
750
$9.68K ﹤0.01%
+315
28 29
30
31 32