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Freedman Financial Associates, Inc.13F | |
Freedman Financial Associates, Inc. | |
Last update 2022-08-12 | 1 Stocks (1 new) |
Value $- | Turnover 0 % |
Freedman Financial Associates,... Top Holdings of 2022-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ALTS | JanOne Inc | 0 | 0 | New Holding | 0.000 | 0% | 0.000 | +82.89% | +109.25% | 169.8 | Software | |
AGG | iShares Core U.S. Aggregate Bond ETF | 0 | 0 | Sold Out | 0.000 | 0% | 0.000 | +0.09% | +2.82% | 123,989.1 | ||
AOA | iShares Core Aggressive Allocation ETF | 0 | 0 | Sold Out | 0.000 | -0.04% | 0.000 | +4.81% | +6.07% | 2,349.9 | ||
ARKK | ARK Innovation ETF | 0 | 0 | Sold Out | 0.000 | 0% | 0.000 | +9.05% | +2.13% | 5,239.0 | ||
BKLN | Invesco Senior Loan ETF | 0 | 0 | Sold Out | 0.000 | -0.03% | 0.000 | +2.03% | +2.20% | 6,724.5 | ||
BSV | Vanguard Short-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.01% | 0.000 | +1.20% | +2.78% | 38,589.4 | ||
IGIB | iShares Intermediate Credit Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.05% | 0.000 | +1.08% | +3.89% | 14,969.1 | ||
DES | WisdomTree U.S. SmallCap Dividend Fund | 0 | 0 | Sold Out | 0.000 | -0.81% | 0.000 | -3.67% | -8.57% | 1,816.6 | ||
DGRO | iShares Core Dividend Growth ETF | 0 | 0 | Sold Out | 0.000 | -0.07% | 0.000 | +0.33% | +2.39% | 31,211.4 | ||
DIA | SPDR Dow Jones Industrial Average ETF | 0 | 0 | Sold Out | 0.000 | -0.18% | 0.000 | +0.17% | +0.37% | 38,539.0 |
Freedman Financial Associates, Inc.'s Historical Top Holdings Breakdowns
Freedman Financial Associates, Inc. Total Holding History ($B)
Freedman Financial Associates, Inc.'s Asset Allocation
Freedman Financial Associates, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Freedman Financial Associates, Inc.'s Hypothetical Growth since 2022-06-30
Freedman Financial Associates, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Freedman Financial Associates, Inc. News
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