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

Top Sells

1 +$68.8K
2 +$67.7K
3 +$65.7K
4
DDOG icon
Datadog
DDOG
+$53K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.6K

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
HLF icon
451
Herbalife
HLF
$1.45B
$2K ﹤0.01%
74
HWM icon
452
Howmet Aerospace
HWM
$81.9B
$2K ﹤0.01%
54
KD icon
453
Kyndryl
KD
$6.19B
$2K ﹤0.01%
175
MUB icon
454
iShares National Muni Bond ETF
MUB
$41.4B
$2K ﹤0.01%
20
NVS icon
455
Novartis
NVS
$261B
$2K ﹤0.01%
27
SCHW.PRD icon
456
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
$750M
$2K ﹤0.01%
75
ZBH icon
457
Zimmer Biomet
ZBH
$17.7B
$2K ﹤0.01%
20
-1
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
$2.69B
$1K ﹤0.01%
30
BRKL
461
DELISTED
Brookline Bancorp
BRKL
$1K ﹤0.01%
50
FUBO icon
462
FuboTV Inc
FUBO
$929M
$1K ﹤0.01%
100
HYG icon
463
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$1K ﹤0.01%
+12
JXN icon
464
Jackson Financial
JXN
$7.32B
$1K ﹤0.01%
18
LNC icon
465
Lincoln National
LNC
$8.78B
$1K ﹤0.01%
23
MET icon
466
MetLife
MET
$53.7B
$1K ﹤0.01%
13
PNR icon
467
Pentair
PNR
$17B
$1K ﹤0.01%
17
PTON icon
468
Peloton Interactive
PTON
$2.59B
$1K ﹤0.01%
25
SONY icon
469
Sony
SONY
$151B
$1K ﹤0.01%
50
TD icon
470
Toronto Dominion Bank
TD
$157B
$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
$30.3B
$1K ﹤0.01%
76
BNT
474
Brookfield Wealth Solutions
BNT
$11.2B
$1K ﹤0.01%
26
ZYNE
475
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
$1K ﹤0.01%
300