FFA

Freedman Financial Associates Portfolio holdings

AUM $145M
1-Year Est. Return 6.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.97%
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
+$615K
2
+$418K
3
+$391K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$373K
5
META icon
Meta Platforms (Facebook)
META
+$126K

Top Sells

1
+$81.5K
2
+$80K
3
+$75.5K
4
GE icon
GE Aerospace
GE
+$68.2K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$59.6K

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
401
$4K ﹤0.01%
125
402
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1,000
403
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50
404
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52
-40
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116
406
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900
407
$3K ﹤0.01%
+25
408
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100
409
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410
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99
411
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79
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415
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+60
417
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100
418
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100
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100
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114
424
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425
$3K ﹤0.01%
100
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