FFA
Freedman Financial Associates Portfolio holdings
AUM
$145M
1-Year Return
6.98%
This Quarter Return
-5.41%
1 Year Return
+6.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
-$1.29M
(-0.88%)
Cap. Flow
+$5.75M
Cap. Flow
% of AUM
3.96%
Top 10 Holdings %
Top 10 Hldgs %
61.68%
Holding
541
New
39
Increased
67
Reduced
12
Closed
28
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$1.28M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$700K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$602K |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$597K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$235K |
Top Sells
| 1 |
Exelon
EXC
|
+$68.8K |
| 2 |
WisdomTree US MidCap Dividend Fund
DON
|
+$67.7K |
| 3 |
Invesco Large Cap Value ETF
PWV
|
+$65.7K |
| 4 |
Datadog
DDOG
|
+$53K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$28.6K |
Sector Composition
| 1 | Communication Services | 9.73% |
| 2 | Technology | 5.42% |
| 3 | Financials | 4.22% |
| 4 | Consumer Discretionary | 2.82% |
| 5 | Healthcare | 2.74% |
