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
$189M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$891K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$351K

Top Sells

1
+$470K
2
+$290K
3
+$244K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$219K
5
COIN icon
Coinbase
COIN
+$178K

Sector Composition

1 Consumer Staples 4.24%
2 Technology 4.07%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.8K 0.01%
213
-1
227
$18.7K 0.01%
106
228
$18.6K 0.01%
371
+3
229
$18.4K 0.01%
67
-81
230
$18.2K 0.01%
150
+2
231
$17.2K 0.01%
555
+2
232
$17.2K 0.01%
205
+1
233
$17.1K 0.01%
324
+3
234
$17K 0.01%
125
235
$16.5K 0.01%
105
236
$16.4K 0.01%
105
237
$16.1K 0.01%
257
+3
238
$15.7K 0.01%
545
239
$15.4K 0.01%
265
+1
240
$15.3K 0.01%
17
-26
241
$15.2K 0.01%
58
242
$14.7K 0.01%
645
243
$14.7K 0.01%
63
244
$14.5K 0.01%
74
245
$14.4K 0.01%
157
246
$14.3K 0.01%
220
+1
247
$14.1K 0.01%
118
+1
248
$14K 0.01%
50
249
$13.9K 0.01%
634
+1
250
$13.7K 0.01%
115
8 9
10
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