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
$146M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1 +$735K
2 +$533K
3 +$211K
4
INTC icon
Intel
INTC
+$195K
5
ORCL icon
Oracle
ORCL
+$191K

Top Sells

1 +$187K
2 +$150K
3 +$122K
4
XOM icon
Exxon Mobil
XOM
+$107K
5
PGX icon
Invesco Preferred ETF
PGX
+$97.8K

Sector Composition

1 Communication Services 9.13%
2 Technology 5.59%
3 Financials 4.31%
4 Consumer Discretionary 3.07%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MGM icon
276
MGM Resorts International
MGM
$10.1B
$22K 0.02%
500
MO icon
277
Altria Group
MO
$98B
$22K 0.02%
455
PNC icon
278
PNC Financial Services
PNC
$82.2B
$22K 0.02%
112
ALL icon
279
Allstate
ALL
$53.6B
$21K 0.01%
180
CHKP icon
280
Check Point Software Technologies
CHKP
$20.2B
$21K 0.01%
176
IXUS icon
281
iShares Core MSCI Total International Stock ETF
IXUS
$50.9B
$21K 0.01%
289
PFI icon
282
Invesco Dorsey Wright Financial Momentum ETF
PFI
$58.5M
$21K 0.01%
378
BNL
283
DELISTED
BUNZL PLC ADS (RP 5 ORD SHS)
BNL
$21K 0.01%
540
VHT icon
284
Vanguard Health Care ETF
VHT
$17.3B
$20K 0.01%
75
WPC icon
285
W.P. Carey
WPC
$14.1B
$20K 0.01%
245
MOS icon
286
The Mosaic Company
MOS
$7.61B
$20K 0.01%
500
DRI icon
287
Darden Restaurants
DRI
$22.4B
$19K 0.01%
125
-92
EL icon
288
Estee Lauder
EL
$38.9B
$19K 0.01%
50
FCX icon
289
Freeport-McMoran
FCX
$68.8B
$19K 0.01%
466
-234
FLEX icon
290
Flex
FLEX
$23.3B
$19K 0.01%
1,380
LNN icon
291
Lindsay Corp
LNN
$1.29B
$19K 0.01%
122
SCHP icon
292
Schwab US TIPS ETF
SCHP
$14.5B
$19K 0.01%
612
VEA icon
293
Vanguard FTSE Developed Markets ETF
VEA
$187B
$19K 0.01%
370
NTT
294
DELISTED
Nippon Telegraph & Telephone
NTT
$19K 0.01%
682
EW icon
295
Edwards Lifesciences
EW
$49.2B
$18K 0.01%
135
GLD icon
296
SPDR Gold Trust
GLD
$147B
$18K 0.01%
105
MFC icon
297
Manulife Financial
MFC
$60.8B
$18K 0.01%
920
-233
XLF icon
298
State Street Financial Select Sector SPDR ETF
XLF
$53.7B
$18K 0.01%
450
RDS.A
299
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$18K 0.01%
425
-300
AEE icon
300
Ameren
AEE
$26.8B
$18K 0.01%
200