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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$543K
3 +$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1 +$1.04M
2 +$741K
3 +$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.7K 0.01%
455
227
$19.4K 0.01%
100
228
$19.3K 0.01%
82
229
$19.3K 0.01%
106
+1
230
$18.6K 0.01%
125
231
$18.6K 0.01%
192
232
$18.4K 0.01%
104
+1
233
$18.4K 0.01%
248
234
$18.3K 0.01%
606
+6
235
$18.3K 0.01%
419
+7
236
$18.1K 0.01%
118
237
$18K 0.01%
366
+1
238
$18K 0.01%
330
239
$16.7K 0.01%
107
240
$16.4K 0.01%
257
241
$16.3K 0.01%
318
+2
242
$16.1K 0.01%
552
+6
243
$16K 0.01%
50
244
$15.6K 0.01%
105
+1
245
$15.3K 0.01%
263
246
$15.2K 0.01%
55
247
$15.1K 0.01%
203
+1
248
$14.7K 0.01%
105
249
$13.7K 0.01%
200
250
$13.6K 0.01%
148
+2