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
$121M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$432K
3
+$403K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$372K
5
META icon
Meta Platforms (Facebook)
META
+$138K

Top Sells

1
+$86.1K
2
+$84K
3
+$79.3K
4
GE icon
GE Aerospace
GE
+$73.7K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$63.5K

Sector Composition

1 Communication Services 12.12%
2 Technology 4.39%
3 Financials 3.59%
4 Industrials 3.08%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K 0.01%
294
327
$13K 0.01%
145
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$12K 0.01%
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$12K 0.01%
500
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$12K 0.01%
49
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$12K 0.01%
700
336
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337
$12K 0.01%
33
338
$12K 0.01%
800
339
$12K 0.01%
394
340
$12K 0.01%
1,100
341
$12K 0.01%
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$11K 0.01%
140
343
$11K 0.01%
800
344
$11K 0.01%
135
345
$11K 0.01%
207
346
$11K 0.01%
76
347
$11K 0.01%
140
348
$11K 0.01%
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349
$10K 0.01%
50
350
$10K 0.01%
600
12 13
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15 16