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
801
$7.71K ﹤0.01%
+1,500
802
$7.69K ﹤0.01%
+130
803
$7.39K ﹤0.01%
+228
804
$7.31K ﹤0.01%
+120
805
$7.3K ﹤0.01%
+40
806
$7.28K ﹤0.01%
+149
807
$7.23K ﹤0.01%
+30
808
$7.18K ﹤0.01%
+110
809
$7.15K ﹤0.01%
+2,500
810
$7.04K ﹤0.01%
+500
811
$7K ﹤0.01%
+50
812
$6.94K ﹤0.01%
+232
813
$6.9K ﹤0.01%
+100
814
$6.9K ﹤0.01%
+138
815
$6.87K ﹤0.01%
+2,000
816
$6.86K ﹤0.01%
+505
817
$6.85K ﹤0.01%
+400
818
$6.82K ﹤0.01%
+279
819
$6.79K ﹤0.01%
+200
820
$6.78K ﹤0.01%
+6,000
821
$6.77K ﹤0.01%
+300
822
$6.75K ﹤0.01%
+94
823
$6.74K ﹤0.01%
+130
824
$6.74K ﹤0.01%
+237
825
$6.65K ﹤0.01%
+333
31 32
33
34 35