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
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$11.9M
3 +$10.4M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.33M
5
PWV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K 0.01%
+121
377
$6K 0.01%
+99
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+500
379
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383
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384
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385
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386
$6K 0.01%
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387
$5K ﹤0.01%
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388
$5K ﹤0.01%
+100
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398
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399
$4K ﹤0.01%
+158
400
$4K ﹤0.01%
+400