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
51
$482K 0.22%
2,831
+2
52
$473K 0.22%
1,641
53
$473K 0.22%
10,844
+2
54
$458K 0.21%
11,907
+15
55
$377K 0.18%
1,955
56
$374K 0.17%
+8,862
57
$356K 0.17%
847
+1
58
$352K 0.16%
1,665
-545
59
$344K 0.16%
8,048
+2,189
60
$339K 0.16%
9,719
-729
61
$298K 0.14%
1,216
-4
62
$276K 0.13%
4,882
+330
63
$275K 0.13%
8,155
+39
64
$268K 0.12%
813
+1
65
$239K 0.11%
651
66
$238K 0.11%
+9,506
67
$234K 0.11%
5,213
+74
68
$227K 0.11%
860
+1
69
$220K 0.1%
+952
70
$217K 0.1%
1,165
+3
71
$213K 0.1%
+6,820
72
$207K 0.1%
+5,330
73
$206K 0.1%
+218
74
$205K 0.1%
+3,480
75
$205K 0.1%
+5,999
1 2
3
4