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FTF

Freedom Together Foundation Portfolio holdings

AUM $762M
1-Year Est. Return 15.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$817M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$190M

Top Sells

1
+$143M
2
+$15M
3
+$7.52M
4
LLY icon
Eli Lilly
LLY
+$7.32M
5
ADP icon
Automatic Data Processing
ADP
+$5.34M

Sector Composition

1 Communication Services 0%
2 Consumer Staples 0%
3 Financials 0%
4 Healthcare 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$617M 75.52%
998,000
-250,000
2
$200M 24.48%
+1,100,000
3
– –
-67,737
4
– –
-17,487
5
– –
-1,740
6
– –
-8,851
7
– –
-6,680
8
– –
-57,043
9
– –
-45,958
10
– –
-2,687
11
– –
-7,629
12
– –
-19,855
13
– –
-12,187
14
– –
-8,868
15
– –
-28,911
16
– –
-13,317
17
– –
-23,444
18
– –
-40,293
19
– –
-22,668
20
– –
-24,325
21
– –
-14,355
22
– –
-7,087
23
– –
-20,357