FFP
Freedom Financial Partners Portfolio holdings
AUM
$275M
1-Year Est. Return
15.62%
1 Year Est. Return
+15.62%
AUM
$275M
AUM Growth
+$12.4M
(+4.7%)
Holding
88
Top Buys
| 1 | +$3.33M | |
| 2 | +$2.68M | |
| 3 | +$1.48M | |
| 4 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$1.46M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$623K |
Top Sells
| 1 | +$2.36M | |
| 2 | +$2.12M | |
| 3 | +$1.01M | |
| 4 |
Apple
AAPL
|
+$267K |
| 5 |
3M
MMM
|
+$261K |
Sector Composition
| 1 | Technology | 7.56% |
| 2 | Consumer Discretionary | 1.16% |
| 3 | Materials | 1.12% |
| 4 | Real Estate | 1.04% |
| 5 | Industrials | 0.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alphabet (Google) Class C
GOOG
$3.89T
| $259K | 0.09% |
+825
|
|
||
77
Dimensional International Core Equity Market ETF
DFAI
$13.4B
| $258K | 0.09% |
6,771
-95
|
|
||
78
Emcor
EME
$31.3B
| $243K | 0.09% |
397
+1
|
|
||
79
Cameco
CCJ
$50.4B
| $232K | 0.08% |
2,532
+75
|
|
||
80
Matthews India Active ETF
INDE
$8.59M
| $232K | 0.08% |
7,717
+113
|
|
||
81
APi Group
APG
$18.5B
| $231K | 0.08% |
+6,050
|
|
||
|
82
Alphabet (Google) Class A
GOOGL
$3.89T
| $227K | 0.08% |
+726
|
|
||
83
Meta Platforms (Facebook)
META
$1.52T
| $225K | 0.08% |
341
-1
|
|
||
84
iShares ESG Screened S&P Mid-Cap ETF
XJH
$352M
| $210K | 0.08% |
4,693
+16
|
|
||
85
Vanguard Small-Cap Value ETF
VBR
$33.7B
| $208K | 0.08% |
982
+4
|
|
||
86
Vanguard Mid-Cap Value ETF
VOE
$20.8B
| $207K | 0.08% |
1,165
+8
|
|
||
87
Home Depot
HD
$378B
| $206K | 0.07% |
598
|
|
||
88
Costco
COST
$428B
| – | – |
-218
|
|