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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$851K
3 +$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1 +$376K
2 +$302K
3 +$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.8K 0.01%
265
227
$19.3K 0.01%
109
+1
228
$18.7K 0.01%
380
+9
229
$18.2K 0.01%
151
+1
230
$17.5K 0.01%
105
231
$17.3K 0.01%
330
232
$17.2K 0.01%
221
233
$17.1K 0.01%
50
234
$17K 0.01%
558
+3
235
$17K 0.01%
329
+5
236
$16.9K 0.01%
100
237
$16.6K 0.01%
206
+1
238
$16.4K 0.01%
+363
239
$16.3K 0.01%
867
240
$16.2K 0.01%
214
+1
241
$16.1K 0.01%
273
242
$15.9K 0.01%
17
243
$15.8K 0.01%
125
244
$14.5K 0.01%
635
+1
245
$14.4K 0.01%
106
+1
246
$14.1K 0.01%
248
247
$14.1K 0.01%
157
248
$14K 0.01%
119
+1
249
$13.9K 0.01%
663
+18
250
$13.7K 0.01%
221
+1