FDS

Freedom Day Solutions Portfolio holdings

AUM $337M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.11M
2 +$1.4M
3 +$1.23M
4
CLX icon
Clorox
CLX
+$1.19M
5
FNF icon
Fidelity National Financial
FNF
+$1.14M

Top Sells

1 +$1.35M
2 +$1.18M
3 +$1.14M
4
CSCO icon
Cisco
CSCO
+$995K
5
T icon
AT&T
T
+$877K

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 14.09%
3 Healthcare 13.83%
4 Consumer Staples 11.94%
5 Financials 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-40,729
102
-22,422