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
SPTM icon
151
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$71K 0.05%
1,262
+233
IGIB icon
152
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$70K 0.05%
+1,280
SCHA icon
153
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$70K 0.05%
2,924
-308
WD icon
154
Walker & Dunlop
WD
$1.63B
$70K 0.05%
533
WHR icon
155
Whirlpool
WHR
$2.66B
$70K 0.05%
400
AMT icon
156
American Tower
AMT
$87B
$70K 0.05%
270
CEG icon
157
Constellation Energy
CEG
$95.5B
$70K 0.05%
+1,204
ABT icon
158
Abbott
ABT
$152B
$69K 0.05%
578
CARR icon
159
Carrier Global
CARR
$56.4B
$69K 0.05%
1,530
ATVI
160
DELISTED
Activision Blizzard
ATVI
$69K 0.05%
850
ADBE icon
161
Adobe
ADBE
$104B
$67K 0.05%
143
DTE icon
162
DTE Energy
DTE
$30B
$67K 0.05%
500
ADI icon
163
Analog Devices
ADI
$211B
$66K 0.05%
401
+2
CHTR icon
164
Charter Communications
CHTR
$16.2B
$66K 0.05%
118
PEG icon
165
Public Service Enterprise Group
PEG
$39.1B
$66K 0.05%
942
COR icon
166
Cencora
COR
$51.4B
$64K 0.04%
415
A icon
167
Agilent Technologies
A
$39.2B
$64K 0.04%
477
FDX icon
168
FedEx
FDX
$77.7B
$63K 0.04%
291
ITOT icon
169
iShares Core S&P Total US Stock Market ETF
ITOT
$93.3B
$63K 0.04%
620
AOA icon
170
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$62K 0.04%
891
IWO icon
171
iShares Russell 2000 Growth ETF
IWO
$14.5B
$62K 0.04%
237
+39
FLOT icon
172
iShares Floating Rate Bond ETF
FLOT
$9.5B
$61K 0.04%
+1,200
VOT icon
173
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$60K 0.04%
265
DD icon
174
DuPont de Nemours
DD
$19.5B
$59K 0.04%
1,895
EMR icon
175
Emerson Electric
EMR
$78.6B
$59K 0.04%
600