FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$729K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$825K
3 +$634K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$538K
5
VDE icon
Vanguard Energy ETF
VDE
+$388K

Sector Composition

1 Technology 4.43%
2 Consumer Staples 3.2%
3 Healthcare 1.36%
4 Financials 1.34%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RWO icon
251
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.17B
$13.1K 0.01%
290
+3
CVS icon
252
CVS Health
CVS
$96.9B
$12.7K 0.01%
160
+1
ENB icon
253
Enbridge
ENB
$118B
$12.6K 0.01%
263
UPS icon
254
United Parcel Service
UPS
$82.5B
$12.4K 0.01%
125
DON icon
255
WisdomTree US MidCap Dividend Fund
DON
$3.7B
$12.1K 0.01%
235
BEPC icon
256
Brookfield Renewable
BEPC
$7.07B
$11.7K 0.01%
304
EPAM icon
257
EPAM Systems
EPAM
$7.42B
$11.3K 0.01%
55
SSO icon
258
ProShares Ultra S&P500
SSO
$6.26B
$11.2K 0.01%
194
NCLH icon
259
Norwegian Cruise Line
NCLH
$8.6B
$11.2K 0.01%
500
AMT icon
260
American Tower
AMT
$86B
$11.1K 0.01%
63
NEE icon
261
NextEra Energy
NEE
$193B
$11K 0.01%
137
T icon
262
AT&T
T
$194B
$10.9K 0.01%
438
-199
SPSM icon
263
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.9B
$10.8K 0.01%
231
TGT icon
264
Target
TGT
$53.1B
$10.6K 0.01%
109
IHI icon
265
iShares US Medical Devices ETF
IHI
$3.29B
$10.3K 0.01%
166
SCHB icon
266
Schwab US Broad Market ETF
SCHB
$37.3B
$10.2K 0.01%
387
+1
NDAQ icon
267
Nasdaq
NDAQ
$48.6B
$9.99K 0.01%
103
INFL icon
268
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.47B
$9.55K ﹤0.01%
215
RSPR icon
269
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$96.8M
$9.54K ﹤0.01%
284
ZTS icon
270
Zoetis
ZTS
$48.8B
$9.31K ﹤0.01%
74
AFL icon
271
Aflac
AFL
$56.1B
$9.21K ﹤0.01%
84
B
272
Barrick Mining
B
$70.9B
$9.16K ﹤0.01%
210
+1
XLP icon
273
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.7B
$9.16K ﹤0.01%
118
SCHE icon
274
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$9.14K ﹤0.01%
279
+8
VZ icon
275
Verizon
VZ
$217B
$8.95K ﹤0.01%
220
-200