FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.86M
3
+$593K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$553K
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$531K

Top Sells

1
+$4.49M
2
+$3.04M
3
+$1.94M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.97%
3 Consumer Discretionary 1.42%
4 Financials 1.41%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.4K 0.01%
2,708
227
$19.9K 0.01%
248
228
$19.4K 0.01%
330
229
$19.4K 0.01%
+579
230
$19.3K 0.01%
212
+100
231
$19.1K 0.01%
+261
232
$18.6K 0.01%
382
+2
233
$18.4K 0.01%
200
234
$18K 0.01%
636
+1
235
$17.8K 0.01%
2,049
+24
236
$17.8K 0.01%
263
+3
237
$17.6K 0.01%
50
238
$17.3K 0.01%
331
+2
239
$17.2K 0.01%
561
+3
240
$17.1K 0.01%
100
241
$16.9K 0.01%
105
242
$16.7K 0.01%
663
243
$16.6K 0.01%
544
-113
244
$16.4K 0.01%
273
245
$16.4K 0.01%
17
246
$16.3K 0.01%
86
-9
247
$16.2K 0.01%
201
-20
248
$15.9K 0.01%
793
+15
249
$15.4K 0.01%
207
+1
250
$15.1K 0.01%
206
8 9
10
11 12