FFL

Financial Freedom LLC Portfolio holdings

AUM $186M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$956K
3 +$684K
4
QTUM icon
Defiance Quantum ETF
QTUM
+$422K
5
IYF icon
iShares US Financials ETF
IYF
+$363K

Top Sells

1 +$2.04M
2 +$886K
3 +$423K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$271K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$271K

Sector Composition

1 Technology 4.31%
2 Consumer Staples 3.97%
3 Financials 1.41%
4 Consumer Discretionary 1.31%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWO icon
226
iShares MSCI Austria ETF
EWO
$107M
$20.1K 0.01%
683
+20
MET icon
227
MetLife
MET
$52.4B
$19.9K 0.01%
248
TROW icon
228
T. Rowe Price
TROW
$23.1B
$19.3K 0.01%
200
BNDX icon
229
Vanguard Total International Bond ETF
BNDX
$69.9B
$19K 0.01%
384
+2
NXPI icon
230
NXP Semiconductors
NXPI
$53.7B
$18.8K 0.01%
86
BMY icon
231
Bristol-Myers Squibb
BMY
$87.2B
$18.5K 0.01%
400
+3
T icon
232
AT&T
T
$183B
$18.4K 0.01%
637
+1
TSLA icon
233
Tesla
TSLA
$1.53T
$18.4K 0.01%
58
VZ icon
234
Verizon
VZ
$166B
$18.2K 0.01%
420
-380
FELV icon
235
Fidelity Enhanced Large Cap Value ETF
FELV
$2.48B
$17.9K 0.01%
563
+2
IGSB icon
236
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$17.7K 0.01%
335
+4
COST icon
237
Costco
COST
$410B
$17.2K 0.01%
17
FIS icon
238
Fidelity National Information Services
FIS
$34.4B
$16.9K 0.01%
208
+1
EBAY icon
239
eBay
EBAY
$45.5B
$16.6K 0.01%
223
+1
HSY icon
240
Hershey
HSY
$36.5B
$16.6K 0.01%
100
RIO icon
241
Rio Tinto
RIO
$117B
$16.6K 0.01%
284
+11
VTRS icon
242
Viatris
VTRS
$11.9B
$15.4K 0.01%
1,730
-319
VT icon
243
Vanguard Total World Stock ETF
VT
$55.7B
$15.4K 0.01%
120
+1
NKE icon
244
Nike
NKE
$99.7B
$15.4K 0.01%
216
+1
WBA
245
DELISTED
Walgreens Boots Alliance
WBA
$15.3K 0.01%
1,337
+1
GEHC icon
246
GE HealthCare
GEHC
$36.3B
$14.9K 0.01%
200
-1
PAA icon
247
Plains All American Pipeline
PAA
$11.9B
$14.9K 0.01%
811
+18
SHEL icon
248
Shell
SHEL
$216B
$14.5K 0.01%
205
-1
AMT icon
249
American Tower
AMT
$85.6B
$13.9K 0.01%
63
IEO icon
250
iShares US Oil & Gas Exploration & Production ETF
IEO
$446M
$13.9K 0.01%
157