FTF
Freedom Together Foundation Portfolio holdings
AUM
$817M
This Quarter Return
+8.63%
1 Year Return
+13.91%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$933M
AUM Growth
–
Cap. Flow
+$933M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.29%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$224M |
| 2 |
UnitedHealth
UNH
|
$127M |
| 3 |
Eli Lilly
LLY
|
$88.2M |
| 4 |
Automatic Data Processing
ADP
|
$63.2M |
| 5 |
Texas Instruments
TXN
|
$62.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 48.8% |
| 2 | Healthcare | 32.07% |
| 3 | Financials | 10.35% |
| 4 | Communication Services | 5.21% |
| 5 | Consumer Staples | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Organon & Co
OGN
$2.45B
| $320K | 0.03% |
+22,204
| New | +$320K |
|