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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
$578M
AUM Growth
-$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.1M
3
+$7.48M
4
EBAY icon
eBay
EBAY
+$5.93M
5
WFT
Weatherford International plc
WFT
+$3.15M

Top Sells

1
+$18.2M
2
+$9.14M
3
+$8.14M
4
JOSB
JOS A BANK CLOTHIERS INC
JOSB
+$6.08M
5
CHL
China Mobile Limited
CHL
+$3.67M

Sector Composition

1 Technology 29.17%
2 Industrials 21.72%
3 Consumer Discretionary 9.88%
4 Financials 9.5%
5 Energy 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$158K 0.03%
+25,741
127
$118K 0.02%
17,977
-5,045
128
$101K 0.02%
10,000
129
$78K 0.01%
10,534
-227
130
$73K 0.01%
11,639
-273
131
– –
-2,443
132
– –
-13,600
133
– –
-7,097
134
– –
-6,604
135
– –
-7,740
136
– –
-10,360
137
– –
-932
138
– –
-7,687
139
– –
-434,975
140
– –
-17,376
141
– –
-3,849
142
– –
-17,939
143
– –
-5,348
144
– –
-10,526
145
– –
-81,102
146
– –
-2,353
147
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-35,527
148
– –
-3,137
149
– –
-10,500
150
– –
-2,509
4 5
6
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