FFP
Freedom Financial Partners Portfolio holdings
AUM
$237M
This Quarter Return
-0.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
–
Cap. Flow
+$207M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.73%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
1 |
Vanguard S&P 500 ETF
VOO
|
$22.4M |
2 |
Avantis US Equity ETF
AVUS
|
$22.2M |
3 |
Apple
AAPL
|
$15.3M |
4 |
Avantis International Equity ETF
AVDE
|
$13M |
5 |
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% |