FFP
Freedom Financial Partners Portfolio holdings
AUM
$262M
1-Year Est. Return
13.56%
1 Year Est. Return
+13.56%
AUM
$237M
AUM Growth
+$22.5M
(+10%)
Holding
80
Top Buys
| 1 | +$1.12M | |
| 2 | +$1.1M | |
| 3 | +$765K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$724K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$609K |
Top Sells
| 1 | +$227K | |
| 2 | +$220K | |
| 3 | +$217K | |
| 4 |
Fastenal
FAST
|
+$207K |
| 5 |
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
Fastenal
FAST
$47.6B
| – | – |
-5,330
|
|
||
77
Travelers Companies
TRV
$62.7B
| – | – |
-860
|
|
||
78
Vanguard Small-Cap Value ETF
VBR
$32B
| – | – |
-1,165
|
|
||
|
79
Vanguard Mid-Cap Value ETF
VOE
$19.7B
| – | – |
-1,248
|
|
||
80
Waste Management
WM
$86B
| – | – |
-952
|
|