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
776
$8.44K ﹤0.01%
+1,000
777
$8.38K ﹤0.01%
+108
778
$8.35K ﹤0.01%
+301
779
$8.31K ﹤0.01%
+800
780
$8.31K ﹤0.01%
+60
781
$8.3K ﹤0.01%
+297
782
$8.27K ﹤0.01%
+238
783
$8.26K ﹤0.01%
+500
784
$8.23K ﹤0.01%
+61
785
$8.23K ﹤0.01%
+300
786
$8.23K ﹤0.01%
+30
787
$8.17K ﹤0.01%
+108
788
$8.14K ﹤0.01%
+5,775
789
$8.13K ﹤0.01%
+1,060
790
$8.07K ﹤0.01%
+329
791
$8.04K ﹤0.01%
+250
792
$7.98K ﹤0.01%
+800
793
$7.97K ﹤0.01%
+160
794
$7.97K ﹤0.01%
+43
795
$7.96K ﹤0.01%
+55
796
$7.92K ﹤0.01%
+192
797
$7.82K ﹤0.01%
+85
798
$7.8K ﹤0.01%
+126
799
$7.78K ﹤0.01%
+67
800
$7.73K ﹤0.01%
+40
30 31
32
33 34