FFP

Freedom Financial Partners Portfolio holdings

AUM $281M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.21M
3
+$3.03M
4
MMM icon
3M
MMM
+$658K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$454K

Top Sells

1
+$7.94M
2
+$4.94M
3
+$3.42M
4
AAPL icon
Apple
AAPL
+$333K
5
ECL icon
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
1
$26.2M 9.97%
42,725
+659
2
$21.9M 8.36%
201,748
-47,035
3
$19.5M 7.42%
246,766
+5,968
4
$14.8M 5.63%
58,025
-1,475
5
$13.2M 5.03%
44,904
+1,551
6
$9.84M 3.75%
20,507
+65
7
$9.6M 3.66%
310,962
+11,383
8
$9.48M 3.61%
320,080
-284,287
9
$9.34M 3.56%
+277,048
10
$9.29M 3.54%
123,653
+1,904
11
$9.24M 3.52%
170,562
+3,761
12
$8.7M 3.32%
382,934
+13,007
13
$8.51M 3.24%
220,579
-1,461
14
$7.04M 2.68%
76,584
+35,033
15
$6.52M 2.48%
245,342
+12,456
16
$5.32M 2.03%
+126,661
17
$5.28M 2.01%
130,057
+8,373
18
$4.55M 1.74%
48,775
+2,066
19
$4.16M 1.59%
121,331
+11,444
20
$4.1M 1.56%
119,747
+5,615
21
$3.23M 1.23%
11,794
-307
22
$3.09M 1.18%
45,757
+130
23
$2.41M 0.92%
37,917
-55,324
24
$2.38M 0.91%
88,136
+5,313
25
$2.22M 0.85%
81,278
+8,112
1
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