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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
$621M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$16M
3
+$15.9M
4
FLR icon
Fluor
FLR
+$5.68M
5
MSB
Mesabi Trust
MSB
+$2.68M

Top Sells

1
+$18.9M
2
+$15.2M
3
+$12.1M
4
MRVL icon
Marvell Technology
MRVL
+$7.12M
5
EBAY icon
eBay
EBAY
+$7.07M

Sector Composition

1 Technology 33.48%
2 Industrials 22.71%
3 Communication Services 8.52%
4 Consumer Discretionary 7.97%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,800
202
– –
-26,999
203
– –
-74,814
204
– –
-299,419
205
– –
-27,110
206
– –
0
207
– –
-44,632
208
– –
-370,200
209
– –
-28,290
210
– –
-9,079
211
– –
-1,048
212
– –
-9,667
5 6 7 8
9