We are live on ! Find out more
FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.28B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$6.75M
3
+$4.87M
4
NVDA icon
NVIDIA
NVDA
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.79M

Top Sells

1
+$49.5M
2
+$7.01M
3
+$3.97M
4
CTRA
Coterra Energy
CTRA
+$3.78M
5
TPR icon
Tapestry
TPR
+$3.55M

Sector Composition

1 Technology 17.73%
2 Consumer Discretionary 10.72%
3 Healthcare 9.67%
4 Financials 6.81%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$205 ﹤0.01%
18
1277
– –
0
1278
– –
-18
1279
– –
-256
1280
– –
-2,000
1281
– –
-16,309
1282
– –
-401
1283
– –
-32
1284
– –
-1,512
1285
– –
-39
1286
– –
-200
1287
– –
-21
1288
– –
-45
1289
– –
-33
1290
– –
-279
1291
– –
-400
1292
– –
-515
1293
– –
-655
1294
– –
-100
1295
– –
-200
1296
– –
-1,000
1297
– –
-5
1298
– –
-230
1299
– –
-48
1300
– –
-346
50 51
52
53 54