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
926
$3.95K ﹤0.01%
+550
927
$3.91K ﹤0.01%
+600
928
$3.89K ﹤0.01%
+136
929
$3.89K ﹤0.01%
+102
930
$3.89K ﹤0.01%
+148
931
$3.87K ﹤0.01%
+300
932
$3.85K ﹤0.01%
+14
933
$3.83K ﹤0.01%
+10
934
$3.78K ﹤0.01%
+24
935
$3.78K ﹤0.01%
+56
936
$3.73K ﹤0.01%
+150
937
$3.73K ﹤0.01%
+288
938
$3.71K ﹤0.01%
+18
939
$3.7K ﹤0.01%
+164
940
$3.69K ﹤0.01%
+90
941
$3.69K ﹤0.01%
+126
942
$3.66K ﹤0.01%
+645
943
$3.64K ﹤0.01%
+1
944
$3.62K ﹤0.01%
+29
945
$3.61K ﹤0.01%
+37
946
$3.6K ﹤0.01%
+7,500
947
$3.59K ﹤0.01%
+34
948
$3.52K ﹤0.01%
+1,000
949
$3.48K ﹤0.01%
+33
950
$3.43K ﹤0.01%
+28
36 37
38
39 40