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
426
$3K ﹤0.01%
100
427
$3K ﹤0.01%
100
428
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96
429
$2K ﹤0.01%
+19
430
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19
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25
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+100
433
$2K ﹤0.01%
329
434
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20
436
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27
437
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626
438
$2K ﹤0.01%
75
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61
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62
441
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90
442
$2K ﹤0.01%
209
-6
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$2K ﹤0.01%
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$1K ﹤0.01%
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446
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+15
447
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448
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449
$1K ﹤0.01%
+28
450
$1K ﹤0.01%
700
16 17
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19 20