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
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.2M
3
+$15.3M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$13M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.29%
2 Materials 1.41%
3 Real Estate 1.26%
4 Consumer Discretionary 1.26%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.74%
+6,995
27
$1.44M 0.69%
+28,500
28
$1.37M 0.66%
+5,721
29
$1.37M 0.66%
+60,477
30
$1.37M 0.66%
+18,084
31
$1.22M 0.59%
+9,294
32
$1.21M 0.58%
+7,136
33
$1.14M 0.55%
+8,600
34
$1.12M 0.54%
+45,507
35
$1.06M 0.51%
+2,520
36
$1.03M 0.49%
+21,438
37
$953K 0.46%
+52,034
38
$934K 0.45%
+29,671
39
$853K 0.41%
+6,355
40
$831K 0.4%
+12,182
41
$814K 0.39%
+1,592
42
$797K 0.38%
+1,974
43
$784K 0.38%
+15,152
44
$777K 0.37%
+8,139
45
$656K 0.32%
+10,842
46
$643K 0.31%
+4,228
47
$641K 0.31%
+36,238
48
$567K 0.27%
+35,132
49
$553K 0.27%
+14,584
50
$535K 0.26%
+2,210
1
2
3