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
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.2M
3
+$15.3M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$13M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.29%
2 Materials 1.41%
3 Real Estate 1.26%
4 Consumer Discretionary 1.26%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.4M 10.8%
+41,570
2
$22.2M 10.71%
+229,054
3
$15.3M 7.36%
+60,945
4
$13M 6.26%
+211,578
5
$12.4M 5.97%
+501,694
6
$10.1M 4.88%
+38,288
7
$8.27M 3.99%
+20,145
8
$7.9M 3.81%
+228,508
9
$7.49M 3.62%
+337,598
10
$6.91M 3.33%
+255,625
11
$6.41M 3.09%
+145,514
12
$6.25M 3.01%
+106,318
13
$5.67M 2.73%
+219,855
14
$5.09M 2.46%
+84,213
15
$4.13M 1.99%
+104,940
16
$3.97M 1.91%
+43,886
17
$3.35M 1.62%
+102,187
18
$2.93M 1.41%
+12,501
19
$2.62M 1.26%
+48,029
20
$1.99M 0.96%
+59,650
21
$1.91M 0.92%
+25,223
22
$1.66M 0.8%
+64,335
23
$1.61M 0.77%
+51,678
24
$1.59M 0.77%
+59,083
25
$1.55M 0.75%
+14,502
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