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
SPTM icon
151
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$71K 0.05%
1,262
+233
IGIB icon
152
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$70K 0.05%
+1,280
AMT icon
153
American Tower
AMT
$80.7B
$70K 0.05%
270
CEG icon
154
Constellation Energy
CEG
$111B
$70K 0.05%
+1,204
SCHA icon
155
Schwab U.S Small- Cap ETF
SCHA
$19.5B
$70K 0.05%
2,924
-308
WD icon
156
Walker & Dunlop
WD
$2.05B
$70K 0.05%
533
WHR icon
157
Whirlpool
WHR
$4.13B
$70K 0.05%
400
ABT icon
158
Abbott
ABT
$218B
$69K 0.05%
578
CARR icon
159
Carrier Global
CARR
$45.3B
$69K 0.05%
1,530
ATVI
160
DELISTED
Activision Blizzard
ATVI
$69K 0.05%
850
ADBE icon
161
Adobe
ADBE
$149B
$67K 0.05%
143
DTE icon
162
DTE Energy
DTE
$26.5B
$67K 0.05%
500
ADI icon
163
Analog Devices
ADI
$134B
$66K 0.05%
401
+2
CHTR icon
164
Charter Communications
CHTR
$26.5B
$66K 0.05%
118
PEG icon
165
Public Service Enterprise Group
PEG
$39.9B
$66K 0.05%
942
A icon
166
Agilent Technologies
A
$38.8B
$64K 0.04%
477
COR icon
167
Cencora
COR
$66.1B
$64K 0.04%
415
FDX icon
168
FedEx
FDX
$68.1B
$63K 0.04%
291
ITOT icon
169
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$63K 0.04%
620
AOA icon
170
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.73B
$62K 0.04%
891
IWO icon
171
iShares Russell 2000 Growth ETF
IWO
$13.4B
$62K 0.04%
237
+39
FLOT icon
172
iShares Floating Rate Bond ETF
FLOT
$8.94B
$61K 0.04%
+1,200
VOT icon
173
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$60K 0.04%
265
TDC icon
174
Teradata
TDC
$2.86B
$59K 0.04%
1,222
WBA
175
DELISTED
Walgreens Boots Alliance
WBA
$59K 0.04%
1,351