FFP

Freedom Financial Partners Portfolio holdings

AUM $281M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
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
+$9.14M
2
+$5.21M
3
+$3.03M
4
MMM icon
3M
MMM
+$658K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$454K

Top Sells

1
+$7.94M
2
+$4.94M
3
+$3.42M
4
AAPL icon
Apple
AAPL
+$333K
5
ECL icon
Ecolab
ECL
+$83.4K

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
26
$1.97M 0.75%
51,739
+1,164
27
$1.73M 0.66%
34,135
+3,301
28
$1.67M 0.64%
15,021
+868
29
$1.64M 0.62%
7,468
+1
30
$1.56M 0.59%
35,790
+912
31
$1.53M 0.58%
16,542
-467
32
$1.41M 0.54%
54,793
-1,760
33
$1.35M 0.51%
5,308
-43
34
$1.34M 0.51%
9,462
+156
35
$1.34M 0.51%
7,186
+12
36
$1.3M 0.49%
2,506
+3
37
$1.26M 0.48%
32,201
+1,528
38
$1.24M 0.47%
8,855
+162
39
$1.23M 0.47%
6,598
+45
40
$1.15M 0.44%
53,862
+1,978
41
$1.11M 0.42%
18,457
-106
42
$1.01M 0.39%
19,357
+1,597
43
$1.01M 0.38%
28,198
+3,031
44
$954K 0.36%
1,589
45
$888K 0.34%
9,058
+318
46
$834K 0.32%
1,876
-14
47
$757K 0.29%
17,831
-2
48
$697K 0.27%
38,230
+1,842
49
$663K 0.25%
+4,270
50
$620K 0.24%
10,922
+3
1
2
3 4