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
826
$6.65K ﹤0.01%
+128
827
$6.61K ﹤0.01%
+360
828
$6.48K ﹤0.01%
+275
829
$6.45K ﹤0.01%
+50
830
$6.42K ﹤0.01%
+466
831
$6.32K ﹤0.01%
+37
832
$6.25K ﹤0.01%
+116
833
$6.25K ﹤0.01%
+500
834
$6.21K ﹤0.01%
+250
835
$6.19K ﹤0.01%
+75
836
$6.13K ﹤0.01%
+27
837
$6.11K ﹤0.01%
+185
838
$6.03K ﹤0.01%
+41
839
$6.02K ﹤0.01%
+18
840
$6K ﹤0.01%
+20,000
841
$5.92K ﹤0.01%
+1
842
$5.9K ﹤0.01%
+200
843
$5.89K ﹤0.01%
+265
844
$5.87K ﹤0.01%
+153
845
$5.86K ﹤0.01%
+655
846
$5.8K ﹤0.01%
+1,000
847
$5.8K ﹤0.01%
+289
848
$5.78K ﹤0.01%
+165
849
$5.75K ﹤0.01%
+212
850
$5.71K ﹤0.01%
+176
32 33
34
35 36