FFP
Freedom Financial Partners Portfolio holdings
AUM $215M
AUM
$215M
AUM Growth
+$7.44M (+4%)
Cap. Flow
+$14.5M
Cap. Flow % of AUM
6.77%
Top 10 Holdings %Top 10 Hldgs %
59.17%
Holding
79
New
10
Increased
44
Reduced
19
Closed
3
Top Buys
| 1 | $1.55M | |
| 2 | $1.52M | |
| 3 | $1.49M | |
| 4 | $1.25M | |
| 5 | $871K |
Top Sells
| 1 | $400K | |
| 2 | $160K | |
| 3 | $141K | |
| 4 | $115K | |
| 5 | $105K |
Sector Composition
| 1 | Technology | 7.71% |
| 2 | Materials | 1.48% |
| 3 | Real Estate | 1.34% |
| 4 | Consumer Discretionary | 0.98% |
| 5 | Consumer Staples | 0.67% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $200K | 0.09% | 1,248 -362 | -22% | -$58.1K | |||
| $0 | 0% | 0 -12,182 | Closed | – | |||
| $0 | 0% | 0 -10,460 | Closed | – | |||
| $0 | 0% | 0 -45,507 | Closed | – |
