Portfolio (Quarterly)
Guide ↗
Freedom Financial Partners LLC
· CIK 0002054598| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 6,311.0 | $232K | 0.08% | -100.0 | -1.6% | $36.81 | +13.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
50.8%
Financial Services
12.8%
Real Estate
7.9%
Basic Materials
7.4%
Consumer Cyclical
6.6%
Industrials
5.4%
Consumer Defensive
2.8%
Healthcare
2.7%
Utilities
1.8%
Energy
1.3%