FTF

Freedom Together Foundation Portfolio holdings

AUM $817M
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$24.4M
2 +$12.6M
3 +$12M
4
WBD icon
Warner Bros
WBD
+$930K
5
VTRS icon
Viatris
VTRS
+$818K

Sector Composition

1 Technology 45.88%
2 Healthcare 32.89%
3 Financials 12.44%
4 Communication Services 5.23%
5 Consumer Staples 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-81,687