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
751
$9.61K ﹤0.01%
+270
752
$9.6K ﹤0.01%
+285
753
$9.53K ﹤0.01%
+200
754
$9.47K ﹤0.01%
+100
755
$9.45K ﹤0.01%
+859
756
$9.41K ﹤0.01%
+165
757
$9.3K ﹤0.01%
+193
758
$9.28K ﹤0.01%
+477
759
$9.27K ﹤0.01%
+303
760
$9.24K ﹤0.01%
+354
761
$9.21K ﹤0.01%
+167
762
$9.12K ﹤0.01%
+109
763
$9.08K ﹤0.01%
+41
764
$9.07K ﹤0.01%
+206
765
$8.96K ﹤0.01%
+375
766
$8.88K ﹤0.01%
+190
767
$8.87K ﹤0.01%
+200
768
$8.81K ﹤0.01%
+657
769
$8.75K ﹤0.01%
+313
770
$8.71K ﹤0.01%
+275
771
$8.62K ﹤0.01%
+158
772
$8.5K ﹤0.01%
+396
773
$8.46K ﹤0.01%
+1,250
774
$8.46K ﹤0.01%
+33
775
$8.46K ﹤0.01%
+1,373
29 30
31
32 33