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
376
$7K 0.01%
200
-1,070
377
$7K 0.01%
99
378
$7K 0.01%
1,000
379
$7K 0.01%
+96
380
$6K 0.01%
95
381
$6K 0.01%
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382
$6K 0.01%
768
383
$6K 0.01%
100
384
$6K 0.01%
92
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385
$6K 0.01%
103
386
$6K 0.01%
104
-40
387
$6K 0.01%
100
388
$6K 0.01%
27
389
$6K 0.01%
100
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$5K ﹤0.01%
101
391
$5K ﹤0.01%
158
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$5K ﹤0.01%
100
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$5K ﹤0.01%
+105
394
$5K ﹤0.01%
25
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396
$5K ﹤0.01%
300
397
$4K ﹤0.01%
58
398
$4K ﹤0.01%
900
399
$4K ﹤0.01%
+68
400
$4K ﹤0.01%
270
14 15
16
17 18