FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$729K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$825K
3 +$634K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$538K
5
VDE icon
Vanguard Energy ETF
VDE
+$388K

Sector Composition

1 Technology 4.43%
2 Consumer Staples 3.2%
3 Healthcare 1.36%
4 Financials 1.34%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MET icon
226
MetLife
MET
$44.3B
$19.6K 0.01%
248
EBAY icon
227
eBay
EBAY
$40.9B
$19.6K 0.01%
225
+1
HPQ icon
228
HP
HPQ
$17.3B
$19.4K 0.01%
872
BNDX icon
229
Vanguard Total International Bond ETF
BNDX
$76.7B
$19.2K 0.01%
397
+10
CMCSA icon
230
Comcast
CMCSA
$109B
$19.1K 0.01%
639
-396
NXPI icon
231
NXP Semiconductors
NXPI
$48.2B
$18.8K 0.01%
87
LIT icon
232
Global X Lithium & Battery Tech ETF
LIT
$1.67B
$18.6K 0.01%
287
VRSK icon
233
Verisk Analytics
VRSK
$27.8B
$18.3K 0.01%
82
IGSB icon
234
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$18.2K 0.01%
344
+6
MSTR icon
235
Strategy Inc
MSTR
$46.6B
$17.5K 0.01%
115
VT icon
236
Vanguard Total World Stock ETF
VT
$62B
$17.1K 0.01%
121
+1
IBB icon
237
iShares Biotechnology ETF
IBB
$8.2B
$17K 0.01%
101
GEHC icon
238
GE HealthCare
GEHC
$32.3B
$16.5K 0.01%
201
BK icon
239
Bank of New York Mellon
BK
$80B
$16.3K 0.01%
140
JOE icon
240
St. Joe Company
JOE
$4.06B
$15.9K 0.01%
268
CTRE icon
241
CareTrust REIT
CTRE
$8.94B
$15.4K 0.01%
427
PAA icon
242
Plains All American Pipeline
PAA
$15B
$15.2K 0.01%
847
+19
SHEL icon
243
Shell
SHEL
$252B
$15.1K 0.01%
206
SYM icon
244
Symbotic
SYM
$6.22B
$15.1K 0.01%
254
COST icon
245
Costco
COST
$447B
$15K 0.01%
17
IXUS icon
246
iShares Core MSCI Total International Stock ETF
IXUS
$52.1B
$14.7K 0.01%
174
+3
NKE icon
247
Nike
NKE
$79.9B
$13.9K 0.01%
218
+1
FIS icon
248
Fidelity National Information Services
FIS
$25.6B
$13.8K 0.01%
208
PSIX
249
Power Solutions International
PSIX
$1.31B
$13.4K 0.01%
+235
C icon
250
Citigroup
C
$185B
$13.3K 0.01%
114
+1