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
1026
$2.15K ﹤0.01%
+30
1027
$2.15K ﹤0.01%
+21
1028
$2.14K ﹤0.01%
+60
1029
$2.14K ﹤0.01%
+38
1030
$2.13K ﹤0.01%
+10
1031
$2.11K ﹤0.01%
+250
1032
$2.11K ﹤0.01%
+211
1033
$2.11K ﹤0.01%
+11
1034
$2.09K ﹤0.01%
+300
1035
$2.07K ﹤0.01%
+52
1036
$2.07K ﹤0.01%
+25
1037
$1.99K ﹤0.01%
+20
1038
$1.99K ﹤0.01%
+350
1039
$1.99K ﹤0.01%
+37
1040
$1.97K ﹤0.01%
+15
1041
$1.97K ﹤0.01%
+100
1042
$1.95K ﹤0.01%
+30
1043
$1.93K ﹤0.01%
+49
1044
$1.89K ﹤0.01%
+207
1045
$1.87K ﹤0.01%
+750
1046
$1.86K ﹤0.01%
+25
1047
$1.86K ﹤0.01%
+900
1048
$1.86K ﹤0.01%
+300
1049
$1.84K ﹤0.01%
+90
1050
$1.82K ﹤0.01%
+120
40 41
42
43 44