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
1
$22M 10.22%
237,696
+8,642
2
$21M 9.76%
40,792
-778
3
$15.3M 7.11%
230,466
+18,888
4
$13.8M 6.43%
563,685
+61,991
5
$13.4M 6.25%
60,472
-473
6
$10.6M 4.96%
41,177
+2,889
7
$8.05M 3.75%
282,160
+26,535
8
$8.01M 3.73%
356,642
+19,044
9
$7.5M 3.49%
20,225
+80
10
$7.44M 3.46%
225,489
-3,019
11
$7.12M 3.31%
157,253
+11,739
12
$6.91M 3.22%
114,916
+8,598
13
$6.01M 2.8%
228,852
+8,997
14
$5.01M 2.33%
89,443
+5,230
15
$4.73M 2.2%
117,304
+12,364
16
$4.2M 1.96%
45,403
+1,517
17
$3.57M 1.66%
105,329
+45,679
18
$3.5M 1.63%
108,023
+5,836
19
$3.17M 1.48%
12,502
+1
20
$2.87M 1.34%
45,499
-2,530
21
$2.57M 1.19%
38,186
+12,963
22
$2.16M 1%
80,151
+15,816
23
$1.88M 0.88%
70,261
+11,178
24
$1.56M 0.73%
14,333
-169
25
$1.54M 0.72%
30,336
+1,836
1
2 3 4