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
851
$5.69K ﹤0.01%
+25,000
852
$5.67K ﹤0.01%
+300
853
$5.66K ﹤0.01%
+204
854
$5.63K ﹤0.01%
+204
855
$5.54K ﹤0.01%
+500
856
$5.52K ﹤0.01%
+167
857
$5.48K ﹤0.01%
+100
858
$5.47K ﹤0.01%
+453
859
$5.45K ﹤0.01%
+600
860
$5.45K ﹤0.01%
+30
861
$5.44K ﹤0.01%
+57
862
$5.42K ﹤0.01%
+124
863
$5.42K ﹤0.01%
+45
864
$5.41K ﹤0.01%
+200
865
$5.39K ﹤0.01%
+500
866
$5.39K ﹤0.01%
+27
867
$5.35K ﹤0.01%
+28
868
$5.34K ﹤0.01%
+48
869
$5.32K ﹤0.01%
+51
870
$5.31K ﹤0.01%
40
-2,369
871
$5.3K ﹤0.01%
+11
872
$5.26K ﹤0.01%
+66
873
$5.25K ﹤0.01%
+17
874
$5.23K ﹤0.01%
+35
875
$5.14K ﹤0.01%
+62
33 34
35
36 37