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
$262M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$9.34M
2 +$5.32M
3 +$3.22M
4
MMM icon
3M
MMM
+$663K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$471K

Top Sells

1 +$8.42M
2 +$5.11M
3 +$3.51M
4
AAPL icon
Apple
AAPL
+$376K
5
ECL icon
Ecolab
ECL
+$84.1K

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
META icon
76
Meta Platforms (Facebook)
META
$1.84T
$251K 0.1%
342
+16
DFAI icon
77
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$250K 0.1%
6,866
+18
HD icon
78
Home Depot
HD
$389B
$242K 0.09%
+598
INDE icon
79
Matthews India Active ETF
INDE
$9.29M
$224K 0.09%
7,604
CCJ icon
80
Cameco
CCJ
$36B
$206K 0.08%
+2,457
XJH icon
81
iShares ESG Screened S&P Mid-Cap ETF
XJH
$322M
$205K 0.08%
+4,677
VBR icon
82
Vanguard Small-Cap Value ETF
VBR
$31.5B
$204K 0.08%
+978
COST icon
83
Costco
COST
$415B
$202K 0.08%
218
VOE icon
84
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$202K 0.08%
+1,157