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
901
$4.49K ﹤0.01%
+100
902
$4.48K ﹤0.01%
+253
903
$4.46K ﹤0.01%
+96
904
$4.46K ﹤0.01%
+127
905
$4.44K ﹤0.01%
+2,758
906
$4.44K ﹤0.01%
+100
907
$4.42K ﹤0.01%
+35
908
$4.39K ﹤0.01%
+200
909
$4.31K ﹤0.01%
+105
910
$4.28K ﹤0.01%
+1,800
911
$4.27K ﹤0.01%
+226
912
$4.25K ﹤0.01%
+109
913
$4.2K ﹤0.01%
+185
914
$4.18K ﹤0.01%
+356
915
$4.14K ﹤0.01%
+312
916
$4.13K ﹤0.01%
+167
917
$4.11K ﹤0.01%
+454
918
$4.09K ﹤0.01%
+36
919
$4.07K ﹤0.01%
+44
920
$4.03K ﹤0.01%
+332
921
$4.03K ﹤0.01%
+150
922
$4K ﹤0.01%
+320
923
$3.98K ﹤0.01%
+200
924
$3.96K ﹤0.01%
+35
925
$3.96K ﹤0.01%
+118
35 36
37
38 39