FFA
Freedman Financial Associates Portfolio holdings
AUM
$145M
This Quarter Return
+7.04%
1 Year Return
+6.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+7%)
Cap. Flow
+$1.29M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
62.95%
Holding
510
New
12
Increased
33
Reduced
62
Closed
32
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$735K |
| 2 |
Vanguard Extended Market ETF
VXF
|
$533K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$211K |
| 4 |
Intel
INTC
|
$195K |
| 5 |
Oracle
ORCL
|
$191K |
Top Sells
| 1 |
Invesco Large Cap Value ETF
PWV
|
$187K |
| 2 |
CNBKA
Century Bancorp Inc/Mass
CNBKA
|
$150K |
| 3 |
KSU
Kansas City Southern
KSU
|
$122K |
| 4 |
Exxon Mobil
XOM
|
$107K |
| 5 |
Invesco Preferred ETF
PGX
|
$97.8K |
Sector Composition
| 1 | Communication Services | 9.13% |
| 2 | Technology | 5.59% |
| 3 | Financials | 4.31% |
| 4 | Consumer Discretionary | 3.07% |
| 5 | Healthcare | 2.69% |
