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
51
$510K 0.25%
+7,548
52
$482K 0.23%
+11,892
53
$474K 0.23%
+2,829
54
$447K 0.22%
+12,877
55
$432K 0.21%
+10,460
56
$411K 0.2%
+1,955
57
$397K 0.19%
+1,641
58
$360K 0.17%
+846
59
$343K 0.17%
+10,448
60
$295K 0.14%
+812
61
$292K 0.14%
+1,220
62
$283K 0.14%
+651
63
$269K 0.13%
+8,116
64
$267K 0.13%
+4,552
65
$265K 0.13%
+5,859
66
$261K 0.13%
+5,139
67
$260K 0.13%
+1,610
68
$230K 0.11%
+1,162
69
$207K 0.1%
+859
1 2
3