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
1076
$1.41K ﹤0.01%
+10
1077
$1.38K ﹤0.01%
+45
1078
$1.38K ﹤0.01%
+50
1079
$1.37K ﹤0.01%
+20
1080
$1.35K ﹤0.01%
+100
1081
$1.35K ﹤0.01%
+15
1082
$1.35K ﹤0.01%
+21
1083
$1.34K ﹤0.01%
+50
1084
$1.34K ﹤0.01%
+25
1085
– –
0
1086
$1.29K ﹤0.01%
+21
1087
$1.28K ﹤0.01%
+3
1088
$1.27K ﹤0.01%
+32
1089
$1.25K ﹤0.01%
+200
1090
$1.25K ﹤0.01%
+21
1091
$1.25K ﹤0.01%
+84
1092
$1.24K ﹤0.01%
+13
1093
$1.24K ﹤0.01%
+30
1094
$1.23K ﹤0.01%
+45
1095
$1.22K ﹤0.01%
+120
1096
$1.2K ﹤0.01%
+8
1097
$1.18K ﹤0.01%
+207
1098
$1.17K ﹤0.01%
+62
1099
$1.16K ﹤0.01%
+20
1100
$1.15K ﹤0.01%
+48
42 43
44
45 46