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
$215M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.52M
3
+$1.49M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.25M
5
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$871K

Top Sells

1
+$1.12M
2
+$831K
3
+$432K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$400K
5
WPC icon
W.P. Carey
WPC
+$160K

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 Change
in Stake 		Capital Flow
26
$1.49M 0.69%
+17,000
27
$1.41M 0.65%
51,306
-372
28
$1.4M 0.65%
17,746
-338
29
$1.38M 0.64%
7,239
+244
30
$1.27M 0.59%
59,148
-1,329
31
$1.24M 0.58%
9,253
-41
32
$1.23M 0.58%
7,149
+13
33
$1.19M 0.56%
5,380
-341
34
$1.17M 0.55%
8,644
+44
35
$979K 0.46%
51,345
-689
36
$949K 0.44%
18,671
-2,767
37
$944K 0.44%
2,514
-6
38
$883K 0.41%
17,133
+1,981
39
$832K 0.39%
23,894
+11,017
40
$795K 0.37%
8,344
+205
41
$744K 0.35%
1,587
-5
42
$743K 0.35%
4,954
+726
43
$703K 0.33%
6,490
+135
44
$642K 0.3%
36,477
+239
45
$576K 0.27%
35,196
+64
46
$534K 0.25%
7,549
+1
47
$529K 0.25%
30,712
+1,041
48
$523K 0.24%
14,616
+32
49
$493K 0.23%
1,902
-72
50
$485K 0.23%
+2,923
1
2
3 4