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
$640M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$22.6M
3
+$17M
4
SHOO icon
Steven Madden
SHOO
+$16.4M
5
CRUS icon
Cirrus Logic
CRUS
+$15.7M

Top Sells

1
+$19.7M
2
+$16.6M
3
+$16.3M
4
ABT icon
Abbott
ABT
+$15.2M
5
BKE icon
Buckle
BKE
+$11.9M

Sector Composition

1 Technology 26.19%
2 Industrials 20.65%
3 Financials 9.51%
4 Consumer Discretionary 8.34%
5 Energy 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$263K 0.04%
+4,553
177
$262K 0.04%
+5,764
178
$256K 0.04%
16,737
-31
179
$254K 0.04%
7,740
+74
180
$247K 0.04%
+1,051
181
$235K 0.04%
2,509
-174,221
182
$234K 0.04%
1,258
-78
183
$222K 0.03%
5,348
-14,424
184
$214K 0.03%
932
-731
185
$210K 0.03%
+2,693
186
$209K 0.03%
+7,428
187
$208K 0.03%
+3,567
188
$204K 0.03%
+3,538
189
$202K 0.03%
+7,028
190
$175K 0.03%
11,400
191
$174K 0.03%
11,912
-153
192
$170K 0.03%
35,527
+1,825
193
$170K 0.03%
+23,689
194
$152K 0.02%
23,022
+814
195
$149K 0.02%
19,739
-31,211
196
$141K 0.02%
+10,000
197
$139K 0.02%
14,501
+380
198
$138K 0.02%
14,072
-3,009
199
$117K 0.02%
+13,603
200
$108K 0.02%
+20,955
6 7
8
9 10