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
$1.99B
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.18M
3
+$5.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.29M

Top Sells

1
+$11.8M
2
+$4.23M
3
+$3.63M
4
PFE icon
Pfizer
PFE
+$3.04M
5
SYY icon
Sysco
SYY
+$2.92M

Sector Composition

1 Technology 18.51%
2 Consumer Discretionary 10.36%
3 Healthcare 9.62%
4 Financials 7.83%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.31M 0.07%
7,748
+1,846
202
$1.24M 0.06%
3,457
-430
203
$1.19M 0.06%
6,082
+1,261
204
$1.19M 0.06%
7,941
+3,727
205
$1.19M 0.06%
14,732
+2,450
206
$1.17M 0.06%
7,988
+1,027
207
$1.17M 0.06%
5,330
+146
208
$1.17M 0.06%
17,720
-682
209
$1.13M 0.06%
10,455
+422
210
$1.11M 0.06%
16,289
+3,189
211
$1.09M 0.05%
62,742
+18,846
212
$1.08M 0.05%
15,718
+192
213
$1.06M 0.05%
4,441
+1,691
214
$1.06M 0.05%
7,134
-1,274
215
$1.05M 0.05%
6,716
+43
216
$1.04M 0.05%
10,527
-1,329
217
$1.02M 0.05%
6,761
+1,341
218
$1.01M 0.05%
50,000
219
$1.01M 0.05%
24,825
+14,690
220
$1M 0.05%
8,937
+20
221
$992K 0.05%
3,480
+569
222
$989K 0.05%
9,765
+313
223
$986K 0.05%
4,392
-412
224
$966K 0.05%
11,719
+341
225
$961K 0.05%
17,053
-307
7 8
9
10 11