FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.37B
1-Year Est. Return 21.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.15M
AUM Growth
+$244K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$18.5M
3
+$12.7M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$9.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.63M

Top Sells

1
+$5.58M
2
+$5.52M
3
+$5.17M
4
GAP
The Gap Inc
GAP
+$5.05M
5
HPQ icon
HP
HPQ
+$5M

Sector Composition

1 Technology 65.16%
2 Communication Services 4.81%
3 Consumer Discretionary 3.69%
4 Healthcare 3.62%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.37K 0.08%
48,774
+10,627
127
$3.33K 0.08%
28,272
+4,187
128
$3.27K 0.08%
37,663
+1,640
129
$3.26K 0.08%
375,853
-121,706
130
$3.26K 0.08%
92,399
+11,883
131
$3.24K 0.08%
107,478
-23,087
132
$3.23K 0.08%
61,040
+60,248
133
$3.23K 0.08%
73,220
+45,223
134
$3.19K 0.08%
29,825
-6,171
135
$3.15K 0.08%
+28,941
136
$3.12K 0.08%
+18,952
137
$3.11K 0.08%
32,701
+3,110
138
$3.09K 0.07%
43,474
-9,586
139
$3.06K 0.07%
44,309
-9,031
140
$3.03K 0.07%
50,199
-9,358
141
$3.03K 0.07%
10,963
+3,826
142
$2.96K 0.07%
35,414
+16,149
143
$2.96K 0.07%
+19,445
144
$2.89K 0.07%
32,318
-4,881
145
$2.88K 0.07%
23,147
-27,493
146
$2.82K 0.07%
21,646
+5,452
147
$2.81K 0.07%
148,201
-17,208
148
$2.8K 0.07%
33,193
-6,664
149
$2.78K 0.07%
+106,793
150
$2.72K 0.07%
+28,453
4 5
6
7 8