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
$1.66B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$16.8M
3
+$14.6M
4
ETSY icon
Etsy
ETSY
+$13.4M
5
PCAR icon
PACCAR
PCAR
+$10.2M

Top Sells

1
+$86.3M
2
+$25.4M
3
+$22M
4
AAPL icon
Apple
AAPL
+$20.4M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.8M

Sector Composition

1 Technology 20.81%
2 Consumer Discretionary 12.19%
3 Healthcare 10.85%
4 Industrials 8.3%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.43M 0.09%
203,775
+43,692
177
$1.42M 0.08%
17,418
+4,474
178
$1.39M 0.08%
13,422
+5,979
179
$1.39M 0.08%
73,747
+35,455
180
$1.36M 0.08%
96,153
181
$1.35M 0.08%
13,457
+6,309
182
$1.33M 0.08%
+8,400
183
$1.33M 0.08%
59,179
184
$1.32M 0.08%
27,105
-2,744
185
$1.32M 0.08%
33,047
+13,763
186
$1.31M 0.08%
32,280
+14,820
187
$1.29M 0.08%
9,384
-259
188
$1.28M 0.08%
11,911
-307
189
$1.28M 0.08%
13,616
+1,389
190
$1.25M 0.07%
17,491
+8,194
191
$1.23M 0.07%
4,102
+2,011
192
$1.22M 0.07%
6,922
+3,268
193
$1.21M 0.07%
18,903
+9,438
194
$1.2M 0.07%
2,810
+1,221
195
$1.19M 0.07%
151,475
+81,225
196
$1.16M 0.07%
6,226
197
$1.16M 0.07%
68,772
+35,370
198
$1.15M 0.07%
6,297
+2,299
199
$1.15M 0.07%
28,426
+12,288
200
$1.14M 0.07%
26,528
+12,339
6 7
8
9 10