FFP

Freedom Financial Partners Portfolio holdings

AUM $275M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.1M
3
+$765K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$724K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$609K

Top Sells

1
+$227K
2
+$220K
3
+$217K
4
FAST icon
Fastenal
FAST
+$207K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$200K

Sector Composition

1 Technology 6.69%
2 Materials 1.37%
3 Real Estate 1.2%
4 Consumer Discretionary 1.07%
5 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.66%
30,834
+498
27
$1.55M 0.65%
14,153
-180
28
$1.42M 0.6%
34,878
-614
29
$1.37M 0.58%
17,009
+9
30
$1.35M 0.57%
56,553
-2,595
31
$1.27M 0.53%
5,351
-29
32
$1.27M 0.53%
7,174
+25
33
$1.25M 0.52%
2,503
-11
34
$1.24M 0.52%
9,306
+53
35
$1.18M 0.5%
8,693
+49
36
$1.06M 0.45%
51,884
+539
37
$1.06M 0.45%
18,563
-108
38
$1.04M 0.44%
6,553
+63
39
$912K 0.38%
17,760
+627
40
$893K 0.38%
25,167
+1,273
41
$876K 0.37%
1,589
+2
42
$850K 0.36%
8,740
+396
43
$728K 0.31%
30,673
-39
44
$700K 0.3%
17,833
+3,217
45
$648K 0.27%
36,388
-89
46
$600K 0.25%
1,890
-12
47
$549K 0.23%
4,156
-798
48
$537K 0.23%
10,919
+75
49
$535K 0.23%
33,832
-1,364
50
$521K 0.22%
11,516
+2,654
1
2
3 4