FFA
Freedman Financial Associates Portfolio holdings
AUM
$145M
1-Year Return
6.98%
This Quarter Return
+17.21%
1 Year Return
+6.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.39%
Holding
487
New
486
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Extended Market ETF
VXF
|
+$16.9M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$11.9M |
| 3 |
Comcast
CMCSA
|
+$10.4M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$8.33M |
| 5 |
Invesco Large Cap Value ETF
PWV
|
+$6.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 12.28% |
| 2 | Technology | 4.61% |
| 3 | Financials | 3.26% |
| 4 | Industrials | 3.09% |
| 5 | Healthcare | 2.95% |
