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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.7K 0.01%
94
+1
227
$18.5K 0.01%
264
+2
228
$18.5K 0.01%
106
229
$18.4K 0.01%
119
230
$18.3K 0.01%
53
231
$18.3K 0.01%
378
232
$18.3K 0.01%
667
+4
233
$17.3K 0.01%
118
234
$17K 0.01%
404
+6
235
$16.9K 0.01%
192
236
$16.9K 0.01%
353
+1
237
$16.4K 0.01%
404
238
$16.3K 0.01%
257
+157
239
$16.3K 0.01%
105
240
$16.1K 0.01%
330
241
$15.8K 0.01%
429
242
$15.6K 0.01%
248
243
$15.5K 0.01%
312
+3
244
$15.5K 0.01%
104
+1
245
$15.3K 0.01%
80
246
$15.3K 0.01%
594
+5
247
$15.2K 0.01%
223
-2
248
$14.5K 0.01%
93
249
$14.3K 0.01%
262
250
$13.5K 0.01%
52
8 9
10
11 12