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
876
$5.14K ﹤0.01%
+304
877
$5.11K ﹤0.01%
+15
878
$5.09K ﹤0.01%
+165
879
$5.07K ﹤0.01%
+102
880
$5K ﹤0.01%
+14
881
$4.98K ﹤0.01%
+5,000
882
$4.96K ﹤0.01%
+85
883
$4.95K ﹤0.01%
+328
884
$4.93K ﹤0.01%
+27
885
$4.91K ﹤0.01%
+27
886
$4.9K ﹤0.01%
+80
887
$4.76K ﹤0.01%
+55
888
$4.76K ﹤0.01%
+25
889
$4.74K ﹤0.01%
+130
890
$4.7K ﹤0.01%
+96
891
$4.68K ﹤0.01%
+5,000
892
$4.67K ﹤0.01%
+64
893
$4.61K ﹤0.01%
+164
894
$4.59K ﹤0.01%
+33
895
$4.58K ﹤0.01%
+1,000
896
$4.57K ﹤0.01%
+109
897
$4.55K ﹤0.01%
+558
898
$4.54K ﹤0.01%
+54
899
$4.54K ﹤0.01%
+1,493
900
$4.5K ﹤0.01%
+44
34 35
36
37 38