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
$281M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.98M
3
+$1.24M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$1.15M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$928K

Top Sells

1
+$1.72M
2
+$990K
3
+$648K
4
JPM icon
JPMorgan Chase
JPM
+$304K
5
INDE icon
Matthews India Active ETF
INDE
+$232K

Sector Composition

1 Technology 7.17%
2 Real Estate 1.11%
3 Materials 1.05%
4 Consumer Discretionary 0.93%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APG icon
76
APi Group
APG
$20.9B
$258K 0.09%
6,375
+325
AVIG icon
77
Avantis Core Fixed Income ETF
AVIG
$1.8B
$258K 0.09%
+6,212
DFAI icon
78
Dimensional International Core Equity Market ETF
DFAI
$15.6B
$258K 0.09%
6,616
-155
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.01T
$246K 0.09%
+514
CVX icon
80
Chevron
CVX
$371B
$242K 0.09%
+1,170
EME icon
81
Emcor
EME
$37.2B
$242K 0.09%
328
-69
CAIE
82
Calamos Autocallable Income ETF
CAIE
$833M
$239K 0.09%
+9,526
GOOG icon
83
Alphabet (Google) Class C
GOOG
$3.99T
$237K 0.08%
827
+2
CEG icon
84
Constellation Energy
CEG
$101B
$237K 0.08%
849
BITB icon
85
Bitwise Bitcoin ETF
BITB
$2.88B
$232K 0.08%
6,311
-100
COST icon
86
Costco
COST
$446B
$217K 0.08%
+218
VOE icon
87
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$216K 0.08%
1,170
+5
GOOGL icon
88
Alphabet (Google) Class A
GOOGL
$4.01T
$210K 0.07%
729
+3
HD icon
89
Home Depot
HD
$343B
– –
-598
INDE icon
90
Matthews India Active ETF
INDE
$13.9M
– –
-7,717
JPM icon
91
JPMorgan Chase
JPM
$841B
– –
-942
META icon
92
Meta Platforms (Facebook)
META
$1.7T
– –
-341
VBR icon
93
Vanguard Small-Cap Value ETF
VBR
$34.8B
– –
-982
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