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
$4.15M
AUM Growth
+$244K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$56.4K
2
+$35.8K
3
+$33.2K
4
WDIV icon
SPDR S&P Global Dividend ETF
WDIV
+$22K
5
PZZA icon
Papa John's
PZZA
+$21K

Top Sells

1
+$8.13K
2
+$7.8K
3
+$7.29K
4
CVS icon
CVS Health
CVS
+$5.5K
5
B
Barrick Mining
B
+$5.48K

Sector Composition

1 Technology 65.25%
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
201
$1.57K 0.04%
2,716
+64
202
$1.55K 0.04%
25,440
+5,200
203
$1.54K 0.04%
9,270
204
$1.52K 0.04%
93,995
-23,523
205
$1.5K 0.04%
7,587
+108
206
$1.5K 0.04%
19,871
-5,250
207
$1.46K 0.04%
50,962
-9,210
208
$1.45K 0.03%
197,388
+27,464
209
$1.44K 0.03%
8,729
-1,221
210
$1.42K 0.03%
23,660
+3,113
211
$1.4K 0.03%
48,898
+34,934
212
$1.39K 0.03%
19,675
+8,765
213
$1.36K 0.03%
66,073
-14,984
214
$1.36K 0.03%
4,567
+109
215
$1.34K 0.03%
22,245
+4,366
216
$1.34K 0.03%
25,699
+3,613
217
$1.33K 0.03%
23,519
-5,376
218
$1.33K 0.03%
11,911
219
$1.33K 0.03%
72,270
+632
220
$1.32K 0.03%
11,049
+1,451
221
$1.32K 0.03%
2,964
-9
222
$1.32K 0.03%
78,550
+1,950
223
$1.31K 0.03%
96,153
224
$1.3K 0.03%
17,707
-4,041
225
$1.3K 0.03%
19,690
-4,002
7 8
9
10 11