FFP

Freedom Financial Partners Portfolio holdings

AUM $262M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$9.34M
2 +$5.32M
3 +$3.22M
4
MMM icon
3M
MMM
+$663K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$471K

Top Sells

1 +$8.42M
2 +$5.11M
3 +$3.51M
4
AAPL icon
Apple
AAPL
+$376K
5
ECL icon
Ecolab
ECL
+$84.1K

Sector Composition

1 Technology 7.18%
2 Materials 1.23%
3 Real Estate 1.18%
4 Consumer Discretionary 1.17%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARKB icon
26
ARK 21Shares Bitcoin ETF
ARKB
$1.79B
$1.97M 0.75%
51,739
+1,164
JPST icon
27
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$1.73M 0.66%
34,135
+3,301
LQD icon
28
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$1.67M 0.64%
15,021
+868
AMZN icon
29
Amazon
AMZN
$2.37T
$1.64M 0.62%
7,468
+1
XLU icon
30
Utilities Select Sector SPDR Fund
XLU
$22.2B
$1.56M 0.59%
17,895
+456
ENTG icon
31
Entegris
ENTG
$14B
$1.53M 0.58%
16,542
-467
SCHB icon
32
Schwab US Broad Market ETF
SCHB
$37.6B
$1.41M 0.54%
54,793
-1,760
VB icon
33
Vanguard Small-Cap ETF
VB
$68B
$1.35M 0.51%
5,308
-43
DVY icon
34
iShares Select Dividend ETF
DVY
$20.8B
$1.34M 0.51%
9,462
+156
VTV icon
35
Vanguard Value ETF
VTV
$148B
$1.34M 0.51%
7,186
+12
MSFT icon
36
Microsoft
MSFT
$3.85T
$1.3M 0.49%
2,506
+3
ETH
37
Grayscale Ethereum Mini Trust ETF
ETH
$2.84B
$1.26M 0.48%
32,201
+1,528
SDY icon
38
SPDR S&P Dividend ETF
SDY
$20.3B
$1.24M 0.47%
8,855
+162
NVDA icon
39
NVIDIA
NVDA
$4.41T
$1.23M 0.47%
6,598
+45
PID icon
40
Invesco International Dividend Achievers ETF
PID
$875M
$1.15M 0.44%
53,862
+1,978
VEA icon
41
Vanguard FTSE Developed Markets ETF
VEA
$178B
$1.11M 0.42%
18,457
-106
MUNI icon
42
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
$1.01M 0.39%
19,357
+1,597
PHYL icon
43
PGIM Active High Yield Bond ETF
PHYL
$436M
$1.01M 0.38%
28,198
+3,031
QQQ icon
44
Invesco QQQ Trust
QQQ
$388B
$954K 0.36%
1,589
JNK icon
45
SPDR Bloomberg High Yield Bond ETF
JNK
$8.17B
$888K 0.34%
9,058
+318
TSLA icon
46
Tesla
TSLA
$1.47T
$834K 0.32%
1,876
-14
DFSU icon
47
Dimensional US Sustainability Core 1 ETF
DFSU
$1.71B
$757K 0.29%
17,831
-2
FPE icon
48
First Trust Preferred Securities and Income ETF
FPE
$6.27B
$697K 0.27%
38,230
+1,842
MMM icon
49
3M
MMM
$88.8B
$663K 0.25%
+4,270
DAL icon
50
Delta Air Lines
DAL
$40.7B
$620K 0.24%
10,922
+3