FFA

Freedman Financial Associates Portfolio holdings

AUM $145M
1-Year Est. Return 6.98%
This Fund
S&P 500
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 12.13%
2 Technology 4.38%
3 Financials 3.59%
4 Industrials 3.09%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7K 0.01%
+96
377
$7K 0.01%
48
378
$7K 0.01%
122
+1
379
$7K 0.01%
250
380
$6K 0.01%
95
381
$6K 0.01%
768
382
$6K 0.01%
100
383
$6K 0.01%
92
-8
384
$6K 0.01%
103
385
$6K 0.01%
104
-40
386
$6K 0.01%
100
387
$6K 0.01%
27
388
$6K 0.01%
100
389
$6K 0.01%
+95
390
$5K ﹤0.01%
25
391
$5K ﹤0.01%
60
392
$5K ﹤0.01%
101
393
$5K ﹤0.01%
300
394
$5K ﹤0.01%
158
395
$5K ﹤0.01%
100
396
$5K ﹤0.01%
+105
397
$4K ﹤0.01%
+68
398
$4K ﹤0.01%
270
399
$4K ﹤0.01%
27
400
$4K ﹤0.01%
1,512
14 15
16
17 18