FFP
Freedom Financial Partners Portfolio holdings
AUM
$275M
1-Year Est. Return
15.62%
This Fund
S&P 500
1 Year Est. Return
+15.62%
AUM
$262M
AUM Growth
+$25.2M
(+11%)
Holding
84
Top Buys
| 1 | +$9.14M | |
| 2 | +$5.21M | |
| 3 | +$3.03M | |
| 4 |
3M
MMM
|
+$658K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$454K |
Top Sells
| 1 | +$7.94M | |
| 2 | +$4.94M | |
| 3 | +$3.42M | |
| 4 |
Apple
AAPL
|
+$333K |
| 5 |
Ecolab
ECL
|
+$83.4K |
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 | |
|---|---|---|---|---|---|---|
76
Meta Platforms (Facebook)
META
$1.63T
| $251K | 0.1% |
342
+16
|
|
||
77
Dimensional International Core Equity Market ETF
DFAI
$14B
| $250K | 0.1% |
6,866
+18
|
|
||
78
Home Depot
HD
$356B
| $242K | 0.09% |
+598
|
|
||
79
Matthews India Active ETF
INDE
$13.8M
| $224K | 0.09% |
7,604
|
|
||
80
Cameco
CCJ
$47.8B
| $206K | 0.08% |
+2,457
|
|
||
81
iShares ESG Screened S&P Mid-Cap ETF
XJH
$349M
| $205K | 0.08% |
+4,677
|
|
||
82
Vanguard Small-Cap Value ETF
VBR
$32.9B
| $204K | 0.08% |
+978
|
|
||
83
Costco
COST
$443B
| $202K | 0.08% |
218
|
|
||
84
Vanguard Mid-Cap Value ETF
VOE
$21.4B
| $202K | 0.08% |
+1,157
|
|