FFP
Freedom Financial Partners Portfolio holdings
AUM $215M
AUM
$215M
AUM Growth
+$7.44M (+4%)
Cap. Flow
+$14.5M
Cap. Flow % of AUM
6.77%
Top 10 Holdings %Top 10 Hldgs %
59.17%
Holding
79
New
10
Increased
44
Reduced
19
Closed
3
Top Buys
| 1 | $1.55M | |
| 2 | $1.52M | |
| 3 | $1.49M | |
| 4 | $1.25M | |
| 5 | $871K |
Top Sells
| 1 | $400K | |
| 2 | $160K | |
| 3 | $141K | |
| 4 | $115K | |
| 5 | $105K |
Sector Composition
| 1 | Technology | 7.71% |
| 2 | Materials | 1.48% |
| 3 | Real Estate | 1.34% |
| 4 | Consumer Discretionary | 0.98% |
| 5 | Consumer Staples | 0.67% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.49M | 0.69% | 17,000 | New | +$1.49M | |||
| $1.41M | 0.65% | 17,102 -124 | -0.7% | -$10.2K | |||
| $1.4M | 0.65% | 17,746 -338 | -2% | -$26.7K | |||
| $1.38M | 0.64% | 7,239 +244 | +3% | +$46.4K | |||
| $1.27M | 0.59% | 59,148 -1,329 | -2% | -$28.6K | |||
| $1.24M | 0.58% | 9,253 -41 | -0.4% | -$5.51K | |||
| $1.23M | 0.57% | 7,149 +13 | +0.2% | +$2.25K | |||
| $1.19M | 0.56% | 5,380 -341 | -6% | -$75.6K | |||
| $1.17M | 0.55% | 8,644 +44 | +0.5% | +$5.97K | |||
| $979K | 0.46% | 51,345 -689 | -1% | -$13.1K | |||
| $949K | 0.44% | 18,671 -2,767 | -13% | -$141K | |||
| $944K | 0.44% | 2,514 -6 | -0.2% | -$2.25K | |||
| $883K | 0.41% | 17,133 +1,981 | +13% | +$102K | |||
| $832K | 0.39% | 23,894 +11,017 | +86% | +$384K | |||
| $795K | 0.37% | 8,344 +205 | +3% | +$19.5K | |||
| $744K | 0.35% | 1,587 -5 | -0.3% | -$2.35K | |||
| $743K | 0.35% | 4,954 +726 | +17% | +$109K | |||
| $703K | 0.33% | 6,490 +135 | +2% | +$14.6K | |||
| $642K | 0.3% | 36,477 +239 | +0.7% | +$4.2K | |||
| $576K | 0.27% | 35,196 +64 | +0.2% | +$1.05K | |||
| $534K | 0.25% | 7,549 +1 | +0% | +$71 | |||
| $529K | 0.25% | 30,712 +1,041 | +4% | +$17.9K | |||
| $523K | 0.24% | 14,616 +32 | +0.2% | +$1.15K | |||
| $493K | 0.23% | 1,902 -72 | -4% | -$18.7K | |||
| $485K | 0.23% | 2,923 | New | +$485K |
