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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.6K 0.01%
+328
227
$16.2K 0.01%
102
-6
228
$16.2K 0.01%
193
229
$16.1K 0.01%
+1,008
230
$16K 0.01%
330
231
$15.9K 0.01%
119
232
$15.8K 0.01%
52
233
$15.7K 0.01%
82
234
$14.4K 0.01%
93
-89
235
$14.4K 0.01%
248
236
$14.3K 0.01%
147
+1
237
$13.5K 0.01%
415
+2
238
$13.5K 0.01%
248
+2
239
$13.4K 0.01%
339
240
$12.9K 0.01%
404
241
$12.9K 0.01%
63
242
$12.7K 0.01%
429
-2,081
243
$12.4K 0.01%
+199
244
$12.4K 0.01%
125
245
$12.4K 0.01%
53
246
$12.3K 0.01%
74
247
$12.3K 0.01%
105
248
$12.2K 0.01%
104
249
$12K 0.01%
78
-5
250
$12K 0.01%
161
+1
8 9
10
11 12