FFL
Financial Freedom LLC Portfolio holdings
AUM
$186M
This Quarter Return
+7.39%
1 Year Return
+12.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+7.2%)
Cap. Flow
+$2.38M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
45.78%
Holding
367
New
5
Increased
149
Reduced
36
Closed
2
Top Buys
Top Sells
| 1 |
Coinbase
COIN
|
$1.04M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
$741K |
| 3 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$296K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$252K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$231K |
Sector Composition
| 1 | Consumer Staples | 4.43% |
| 2 | Technology | 3.82% |
| 3 | Healthcare | 1.5% |
| 4 | Consumer Discretionary | 1.47% |
| 5 | Financials | 1.45% |
