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
$121M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$432K
3
+$403K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$372K
5
META icon
Meta Platforms (Facebook)
META
+$138K

Top Sells

1
+$86.1K
2
+$84K
3
+$79.3K
4
GE icon
GE Aerospace
GE
+$73.7K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$63.5K

Sector Composition

1 Communication Services 12.12%
2 Technology 4.39%
3 Financials 3.59%
4 Industrials 3.08%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57K 0.05%
163
177
$57K 0.05%
265
178
$56K 0.05%
287
179
$55K 0.05%
431
180
$55K 0.05%
403
181
$54K 0.04%
600
182
$54K 0.04%
424
183
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129
184
$53K 0.04%
241
+31
185
$52K 0.04%
1,600
186
$52K 0.04%
610
187
$51K 0.04%
2,100
188
$51K 0.04%
2,700
189
$51K 0.04%
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190
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$49K 0.04%
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194
$48K 0.04%
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195
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196
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197
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198
$46K 0.04%
176
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200
$46K 0.04%
188
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