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
$255M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.28M
2 +$1.74M
3 +$1.57M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.29M
5
PRIM icon
Primoris Services
PRIM
+$666K

Top Sells

1 +$1.41M
2 +$1.18M
3 +$823K
4
TGNA icon
TEGNA Inc
TGNA
+$789K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$786K

Sector Composition

1 Technology 14.22%
2 Industrials 10.34%
3 Consumer Discretionary 8.35%
4 Financials 7.93%
5 Healthcare 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,741