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
$133M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.14M
3
+$703K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$696K
5
AMZN icon
Amazon
AMZN
+$551K

Top Sells

1
+$167K
2
+$156K
3
+$118K
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$102K
5
BAC icon
Bank of America
BAC
+$101K

Sector Composition

1 Communication Services 11.43%
2 Technology 4.59%
3 Financials 4.3%
4 Consumer Discretionary 2.79%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
100
-700
377
$6K ﹤0.01%
+300
378
$6K ﹤0.01%
103
379
$6K ﹤0.01%
104
380
$6K ﹤0.01%
+130
381
$6K ﹤0.01%
100
382
$6K ﹤0.01%
300
383
$5K ﹤0.01%
25
384
$5K ﹤0.01%
60
385
$5K ﹤0.01%
270
386
$5K ﹤0.01%
100
387
$5K ﹤0.01%
1,000
388
$5K ﹤0.01%
105
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$5K ﹤0.01%
100
390
$4K ﹤0.01%
101
391
$4K ﹤0.01%
80
392
$4K ﹤0.01%
27
393
$4K ﹤0.01%
10
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$4K ﹤0.01%
74
395
$4K ﹤0.01%
+50
396
$4K ﹤0.01%
50
397
$4K ﹤0.01%
52
398
$4K ﹤0.01%
58
399
$4K ﹤0.01%
+131
400
$3K ﹤0.01%
100
14 15
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