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
1051
$1.78K ﹤0.01%
+29
1052
$1.78K ﹤0.01%
+515
1053
$1.74K ﹤0.01%
+1,000
1054
$1.72K ﹤0.01%
+20
1055
$1.72K ﹤0.01%
+50
1056
$1.7K ﹤0.01%
+20
1057
$1.67K ﹤0.01%
+22
1058
$1.66K ﹤0.01%
+40
1059
$1.65K ﹤0.01%
+26
1060
$1.63K ﹤0.01%
+35
1061
$1.62K ﹤0.01%
+44
1062
$1.61K ﹤0.01%
+39
1063
$1.6K ﹤0.01%
+27
1064
$1.59K ﹤0.01%
+12
1065
$1.55K ﹤0.01%
+20
1066
$1.52K ﹤0.01%
+21
1067
$1.5K ﹤0.01%
+99
1068
$1.5K ﹤0.01%
+14
1069
$1.48K ﹤0.01%
+41
1070
$1.47K ﹤0.01%
+38
1071
$1.44K ﹤0.01%
+31
1072
$1.44K ﹤0.01%
+16
1073
$1.43K ﹤0.01%
+43
1074
$1.42K ﹤0.01%
+6
1075
$1.42K ﹤0.01%
+50
41 42
43
44 45