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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.2K 0.01%
50
227
$18.4K 0.01%
100
228
$18.4K 0.01%
107
+1
229
$17.9K 0.01%
368
+2
230
$17.6K 0.01%
267
+10
231
$17.5K 0.01%
330
232
$17.4K 0.01%
248
233
$17.2K 0.01%
106
+1
234
$17.2K 0.01%
220
-3
235
$17.1K 0.01%
125
236
$16.4K 0.01%
321
+3
237
$16.4K 0.01%
+115
238
$16.2K 0.01%
391
+261
239
$16.1K 0.01%
214
+1
240
$15.8K 0.01%
553
+1
241
$15.7K 0.01%
1,295
+11
242
$15.6K 0.01%
+157
243
$15.5K 0.01%
105
+1
244
$15.4K 0.01%
112
245
$15.4K 0.01%
200
246
$15.4K 0.01%
204
+1
247
$15.3K 0.01%
+89
248
$15K 0.01%
254
+2
249
$15K 0.01%
148
250
$14.9K 0.01%
+206
8 9
10
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