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Private Capital Management (Colorado)’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Private Capital Management (Colorado)’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$815K Buy
24,928
+5,409
+28% +$187K 0.16% 69
2024
Q3 		$698K Buy
19,519
+7,224
+59% +$254K 0.13% 89
2024
Q2 		$434K Buy
+12,295
New +$422K 0.09% 92

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Private Capital Management (Colorado)'s FRDM Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 28% in Q4 2024, buying an estimated $187K and bringing the position to 24,928 shares worth $815K. The position accounts for 0.16% of the portfolio, ranked #69.

Private Capital Management (Colorado) first reported a position in FRDM in Q2 2024 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold FRDM as of Q4 2024.

  • Private Capital Management (Colorado) held 24,928 shares of Freedom 100 Emerging Markets ETF worth $815K as of Q4 2024.
  • Private Capital Management (Colorado) bought 5,409 Freedom 100 Emerging Markets ETF shares in Q4 2024, an estimated $187K.
  • Freedom 100 Emerging Markets ETF made up 0.16% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #69 holding.
  • Private Capital Management (Colorado) first reported a position in Freedom 100 Emerging Markets ETF in Q2 2024 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.