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
$145M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Sells

1 +$68.8K
2 +$67.7K
3 +$65.7K
4
DDOG icon
Datadog
DDOG
+$53K
5
VTI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHKP icon
276
Check Point Software Technologies
CHKP
$20.2B
$25K 0.02%
176
ALL icon
277
Allstate
ALL
$53.6B
$25K 0.02%
180
ICF icon
278
iShares Select U.S. REIT ETF
ICF
$1.85B
$25K 0.02%
340
PRU icon
279
Prudential Financial
PRU
$40.4B
$25K 0.02%
214
SHEL icon
280
Shell
SHEL
$203B
$24K 0.02%
+425
VFC icon
281
VF Corp
VFC
$7.17B
$24K 0.02%
422
FCX icon
282
Freeport-McMoran
FCX
$68.8B
$24K 0.02%
466
MO icon
283
Altria Group
MO
$98B
$24K 0.02%
455
JHEM icon
284
John Hancock Multifactor Emerging Markets ETF
JHEM
$629M
$23K 0.02%
793
VONV icon
285
Vanguard Russell 1000 Value ETF
VONV
$14.4B
$23K 0.02%
314
ALTL icon
286
Pacer Lunt Large Cap Alternator ETF
ALTL
$101M
$22K 0.02%
+486
BNL
287
DELISTED
BUNZL PLC ADS (RP 5 ORD SHS)
BNL
$22K 0.02%
540
GLD icon
288
SPDR Gold Trust
GLD
$147B
$21K 0.01%
118
+13
MGM icon
289
MGM Resorts International
MGM
$10.1B
$21K 0.01%
500
NTT
290
DELISTED
Nippon Telegraph & Telephone
NTT
$21K 0.01%
682
RDVY icon
291
First Trust Rising Dividend Achievers ETF
RDVY
$18.9B
$20K 0.01%
+409
ARI
292
Apollo Commercial Real Estate
ARI
$1.41B
$20K 0.01%
+1,429
CL icon
293
Colgate-Palmolive
CL
$62.7B
$20K 0.01%
260
+120
IAC icon
294
IAC Inc
IAC
$3.06B
$20K 0.01%
228
IXUS icon
295
iShares Core MSCI Total International Stock ETF
IXUS
$50.9B
$20K 0.01%
289
MFC icon
296
Manulife Financial
MFC
$60.8B
$20K 0.01%
920
NFLX icon
297
Netflix
NFLX
$399B
$20K 0.01%
500
PNC icon
298
PNC Financial Services
PNC
$82.2B
$20K 0.01%
112
AEE icon
299
Ameren
AEE
$26.8B
$19K 0.01%
200
FLEX icon
300
Flex
FLEX
$23.3B
$19K 0.01%
1,380