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
51
$583K 0.22%
1,641
52
$558K 0.21%
34,761
+929
53
$552K 0.21%
10,710
-8
54
$547K 0.21%
11,948
+25
55
$537K 0.2%
11,116
-400
56
$530K 0.2%
6,575
-924
57
$518K 0.2%
3,686
-470
58
$484K 0.18%
11,814
+41
59
$461K 0.18%
+6,883
60
$440K 0.17%
2,373
+8
61
$423K 0.16%
10,293
+76
62
$413K 0.16%
1,673
-332
63
$392K 0.15%
845
-1
64
$388K 0.15%
813
65
$386K 0.15%
1,224
+4
66
$375K 0.14%
2,439
+4
67
$363K 0.14%
664
+5
68
$350K 0.13%
5,620
69
$330K 0.13%
5,186
+86
70
$326K 0.12%
4,693
+10
71
$306K 0.12%
12,088
+2,649
72
$301K 0.11%
921
-50
73
$279K 0.11%
849
74
$259K 0.1%
8,273
+401
75
$257K 0.1%
396
1 2
3
4