FFA

Freedman Financial Associates Portfolio holdings

AUM $145M
1-Year Est. Return 6.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Sells

1 +$69.2K
2 +$65.3K
3 +$61.6K
4
DDOG icon
Datadog
DDOG
+$53K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.9K

Sector Composition

1 Communication Services 9.73%
2 Technology 5.42%
3 Financials 4.22%
4 Consumer Discretionary 2.82%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALL icon
276
Allstate
ALL
$53.9B
$25K 0.02%
180
CHKP icon
277
Check Point Software Technologies
CHKP
$14.1B
$25K 0.02%
176
ICF icon
278
iShares Select U.S. REIT ETF
ICF
$2.04B
$25K 0.02%
340
PRU icon
279
Prudential Financial
PRU
$35B
$25K 0.02%
214
FCX icon
280
Freeport-McMoran
FCX
$102B
$24K 0.02%
466
MO icon
281
Altria Group
MO
$117B
$24K 0.02%
455
SHEL icon
282
Shell
SHEL
$241B
$24K 0.02%
+425
VFC icon
283
VF Corp
VFC
$6.43B
$24K 0.02%
422
JHEM icon
284
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.05B
$23K 0.02%
793
VONV icon
285
Vanguard Russell 1000 Value ETF
VONV
$19.4B
$23K 0.02%
314
ALTL icon
286
Pacer Lunt Large Cap Alternator ETF
ALTL
$105M
$22K 0.02%
+486
BNL
287
DELISTED
BUNZL PLC ADS (RP 5 ORD SHS)
BNL
$22K 0.02%
540
NTT
288
DELISTED
Nippon Telegraph & Telephone
NTT
$21K 0.01%
682
GLD icon
289
SPDR Gold Trust
GLD
$147B
$21K 0.01%
118
+13
MGM icon
290
MGM Resorts International
MGM
$12.4B
$21K 0.01%
500
ARI
291
Apollo Commercial Real Estate
ARI
$1.43B
$20K 0.01%
+1,429
CL icon
292
Colgate-Palmolive
CL
$67.9B
$20K 0.01%
260
+120
IAC icon
293
IAC Inc
IAC
$3.14B
$20K 0.01%
228
IXUS icon
294
iShares Core MSCI Total International Stock ETF
IXUS
$58.5B
$20K 0.01%
289
MFC icon
295
Manulife Financial
MFC
$63.7B
$20K 0.01%
920
NFLX icon
296
Netflix
NFLX
$343B
$20K 0.01%
500
PNC icon
297
PNC Financial Services
PNC
$87.6B
$20K 0.01%
112
RDVY icon
298
First Trust Rising Dividend Achievers ETF
RDVY
$22.6B
$20K 0.01%
+409
AEE icon
299
Ameren
AEE
$29.4B
$19K 0.01%
200
FLEX icon
300
Flex
FLEX
$59.3B
$19K 0.01%
1,380