FFA

Freedman Financial Associates Portfolio holdings

AUM $145M
1-Year Est. Return 6.98%
This Quarter Est. Return
1 Year Est. Return
+6.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.14M
3
+$703K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$696K
5
AMZN icon
Amazon
AMZN
+$551K

Top Sells

1
+$167K
2
+$156K
3
+$118K
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$102K
5
BAC icon
Bank of America
BAC
+$101K

Sector Composition

1 Communication Services 11.43%
2 Technology 4.59%
3 Financials 4.3%
4 Consumer Discretionary 2.79%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.03%
641
227
$35K 0.03%
712
228
$35K 0.03%
422
229
$34K 0.03%
400
230
$34K 0.03%
537
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231
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+100
232
$34K 0.03%
374
233
$34K 0.03%
1,000
234
$33K 0.02%
735
235
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187
236
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350
237
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720
238
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239
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849
240
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241
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242
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243
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479
244
$31K 0.02%
239
245
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246
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248
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249
$29K 0.02%
200
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250
$29K 0.02%
228
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