FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.37B
1-Year Est. Return 21.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.42%
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
+$6.89M
2
+$6.75M
3
+$4.87M
4
NVDA icon
NVIDIA
NVDA
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.79M

Top Sells

1
+$49.5M
2
+$7.01M
3
+$3.97M
4
CTRA icon
Coterra Energy
CTRA
+$3.78M
5
TPR icon
Tapestry
TPR
+$3.55M

Sector Composition

1 Technology 17.73%
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
826
$11.6K ﹤0.01%
505
827
$11.6K ﹤0.01%
57
+17
828
$11.6K ﹤0.01%
76
829
$11.5K ﹤0.01%
100
830
$11.5K ﹤0.01%
477
831
$11.5K ﹤0.01%
500
832
$11.4K ﹤0.01%
286
+1
833
$11.4K ﹤0.01%
97
834
$11.3K ﹤0.01%
200
835
$11.2K ﹤0.01%
228
836
$11.2K ﹤0.01%
301
837
$11K ﹤0.01%
35
-8
838
$10.9K ﹤0.01%
200
839
$10.8K ﹤0.01%
100
840
$10.6K ﹤0.01%
71
+31
841
$10.6K ﹤0.01%
+56
842
$10.6K ﹤0.01%
102
843
$10.5K ﹤0.01%
85
+51
844
$10.5K ﹤0.01%
375
845
$10.5K ﹤0.01%
+352
846
$10.4K ﹤0.01%
206
847
$10.4K ﹤0.01%
238
848
$10.3K ﹤0.01%
307
+4
849
$10.2K ﹤0.01%
800
850
$10.2K ﹤0.01%
5,775
32 33
34
35 36