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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.7K 0.01%
125
227
$19.6K 0.01%
82
228
$19.1K 0.01%
257
229
$18.7K 0.01%
118
230
$18.6K 0.01%
100
231
$18.6K 0.01%
192
232
$18.1K 0.01%
600
+6
233
$18K 0.01%
365
+12
234
$17.3K 0.01%
223
235
$17.2K 0.01%
330
236
$16.6K 0.01%
412
+8
237
$16.4K 0.01%
248
238
$16.4K 0.01%
55
-50
239
$16.3K 0.01%
105
+1
240
$16.2K 0.01%
316
+4
241
$15.8K 0.01%
263
+1
242
$14.7K 0.01%
103
+1
243
$14.7K 0.01%
+546
244
$14.6K 0.01%
74
245
$14.5K 0.01%
107
+1
246
$14.2K 0.01%
105
+1
247
$13.8K 0.01%
146
+2
248
$13.6K 0.01%
63
249
$13.4K 0.01%
104
250
$13.3K 0.01%
617
+18
8 9
10
11 12