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
51
$511K 0.22%
10,718
+2,670
52
$511K 0.22%
7,499
-50
53
$505K 0.21%
11,923
+16
54
$500K 0.21%
1,641
55
$464K 0.2%
11,773
+2,054
56
$455K 0.19%
2,005
+50
57
$389K 0.16%
10,217
+2,062
58
$388K 0.16%
2,435
-396
59
$373K 0.16%
846
-1
60
$361K 0.15%
2,365
-558
61
$354K 0.15%
1,220
+4
62
$329K 0.14%
5,620
+407
63
$316K 0.13%
813
64
$308K 0.13%
659
+8
65
$307K 0.13%
4,683
+1,203
66
$301K 0.13%
5,100
+218
67
$274K 0.12%
+849
68
$271K 0.11%
971
-694
69
$244K 0.1%
7,872
+1,873
70
$241K 0.1%
+326
71
$237K 0.1%
6,848
+28
72
$233K 0.1%
9,439
-67
73
$229K 0.1%
+7,604
74
$216K 0.09%
218
75
$212K 0.09%
+396
1 2
3
4