FFP

Freedom Financial Partners Portfolio holdings

AUM $275M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.1M
3
+$765K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$724K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$609K

Top Sells

1
+$227K
2
+$220K
3
+$217K
4
FAST icon
Fastenal
FAST
+$207K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$200K

Sector Composition

1 Technology 6.69%
2 Materials 1.37%
3 Real Estate 1.2%
4 Consumer Discretionary 1.07%
5 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,330
77
– –
-860
78
– –
-1,165
79
– –
-1,248
80
– –
-952
1 2 3
4