FFA
Freedman Financial Associates Portfolio holdings
AUM
$145M
This Quarter Return
+7.96%
1 Year Return
+6.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+8.7%)
Cap. Flow
+$1.45M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
62.18%
Holding
503
New
16
Increased
42
Reduced
38
Closed
16
Top Buys
| 1 |
Vanguard Extended Market ETF
VXF
|
$612K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$432K |
| 3 |
Verizon
VZ
|
$403K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$372K |
| 5 |
Meta Platforms (Facebook)
META
|
$138K |
Top Sells
| 1 |
Ametek
AME
|
$86.1K |
| 2 |
Invesco Large Cap Value ETF
PWV
|
$84K |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$79.3K |
| 4 |
GE Aerospace
GE
|
$73.7K |
| 5 |
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% |
