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
$145M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Sells

1 +$69.2K
2 +$65.3K
3 +$61.6K
4
DDOG icon
Datadog
DDOG
+$53K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.9K

Sector Composition

1 Communication Services 9.73%
2 Technology 5.42%
3 Financials 4.22%
4 Consumer Discretionary 2.82%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GTX icon
451
Garrett Motion
GTX
$3.5B
$2K ﹤0.01%
329
HLF icon
452
Herbalife
HLF
$1.44B
$2K ﹤0.01%
74
HWM icon
453
Howmet Aerospace
HWM
$93.3B
$2K ﹤0.01%
54
KD icon
454
Kyndryl
KD
$2.98B
$2K ﹤0.01%
175
MUB icon
455
iShares National Muni Bond ETF
MUB
$42.7B
$2K ﹤0.01%
20
NVS icon
456
Novartis
NVS
$294B
$2K ﹤0.01%
27
SCHW.PRD icon
457
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
$734M
$2K ﹤0.01%
75
SPWR
458
DELISTED
SunPower Corporation Common Stock
SPWR
$2K ﹤0.01%
100
IIN
459
DELISTED
IntriCon Corporation
IIN
$2K ﹤0.01%
90
BATRA icon
460
Atlanta Braves Holdings Series A
BATRA
$3.11B
$1K ﹤0.01%
30
BRKL
461
DELISTED
Brookline Bancorp
BRKL
$1K ﹤0.01%
50
FUBO icon
462
FuboTV Inc
FUBO
$288M
$1K ﹤0.01%
100
HYG icon
463
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$1K ﹤0.01%
+12
JXN icon
464
Jackson Financial
JXN
$7.3B
$1K ﹤0.01%
18
LNC icon
465
Lincoln National
LNC
$6.63B
$1K ﹤0.01%
23
MET icon
466
MetLife
MET
$46.1B
$1K ﹤0.01%
13
PNR icon
467
Pentair
PNR
$13.9B
$1K ﹤0.01%
17
PTON icon
468
Peloton Interactive
PTON
$1.95B
$1K ﹤0.01%
25
SONY icon
469
Sony
SONY
$125B
$1K ﹤0.01%
50
TD icon
470
Toronto Dominion Bank
TD
$159B
$1K ﹤0.01%
13
TIP icon
471
iShares TIPS Bond ETF
TIP
$14B
$1K ﹤0.01%
+9
VMEO
472
DELISTED
Vimeo
VMEO
$1K ﹤0.01%
61
VOD icon
473
Vodafone
VOD
$35.1B
$1K ﹤0.01%
76
BNT
474
Brookfield Wealth Solutions
BNT
$11.4B
$1K ﹤0.01%
26
ZYNE
475
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
$1K ﹤0.01%
300