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
$1.71B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.77M
3
+$5.13M
4
NVDA icon
NVIDIA
NVDA
+$3.95M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Top Sells

1
+$51.7M
2
+$6.77M
3
+$4.36M
4
SAP icon
SAP
SAP
+$4.01M
5
LLY icon
Eli Lilly
LLY
+$3.85M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 10.72%
3 Healthcare 9.67%
4 Financials 6.81%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$20.8K ﹤0.01%
403
-366
727
$20.8K ﹤0.01%
1,001
-190
728
$20.7K ﹤0.01%
20
729
$20.5K ﹤0.01%
+859
730
$20.5K ﹤0.01%
500
-350
731
$20.1K ﹤0.01%
476
+326
732
$20.1K ﹤0.01%
151
733
$20K ﹤0.01%
474
+344
734
$19.9K ﹤0.01%
291
+161
735
$19.8K ﹤0.01%
50
-20
736
$19.7K ﹤0.01%
2,000
737
$19.5K ﹤0.01%
695
-185
738
$19.5K ﹤0.01%
556
-132
739
$19.5K ﹤0.01%
74
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740
$19.2K ﹤0.01%
927
741
$19.2K ﹤0.01%
433
742
$18.9K ﹤0.01%
11,357
743
$18.8K ﹤0.01%
181
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744
$18.7K ﹤0.01%
+3,000
745
$18.7K ﹤0.01%
137
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746
$18.5K ﹤0.01%
2,054
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747
$18.3K ﹤0.01%
859
748
$18.3K ﹤0.01%
+430
749
$18.2K ﹤0.01%
526
+74
750
$18.1K ﹤0.01%
1,000
28 29
30
31 32