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
$215M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.52M
3
+$1.49M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.25M
5
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$871K

Top Sells

1
+$1.12M
2
+$831K
3
+$432K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$400K
5
WPC icon
W.P. Carey
WPC
+$160K

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 Change
in Stake 		Capital Flow
76
$200K 0.09%
1,248
-362
77
– –
-45,507
78
– –
-10,460
79
– –
-12,182
1 2 3
4