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
951
$3.36K ﹤0.01%
+83
952
$3.36K ﹤0.01%
+31
953
$3.35K ﹤0.01%
+204
954
$3.34K ﹤0.01%
+39
955
$3.31K ﹤0.01%
+307
956
$3.29K ﹤0.01%
+59
957
$3.27K ﹤0.01%
+12
958
$3.26K ﹤0.01%
+58
959
$3.25K ﹤0.01%
+401
960
$3.22K ﹤0.01%
+52
961
$3.2K ﹤0.01%
+342
962
$3.18K ﹤0.01%
+35
963
$3.16K ﹤0.01%
+38
964
$3.14K ﹤0.01%
+1,746
965
$3.11K ﹤0.01%
+75
966
$3.1K ﹤0.01%
+25
967
$3.09K ﹤0.01%
+6
968
$3.04K ﹤0.01%
+607
969
$3.03K ﹤0.01%
+3,000
970
$3.03K ﹤0.01%
+50
971
$3.01K ﹤0.01%
+1,234
972
$2.98K ﹤0.01%
+7
973
$2.95K ﹤0.01%
+31
974
$2.95K ﹤0.01%
+21
975
$2.94K ﹤0.01%
+27
37 38
39
40 41