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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.8K 0.01%
582
252
$11.5K 0.01%
583
253
$11.3K 0.01%
300
254
$11.1K 0.01%
136
255
$11K 0.01%
200
+1
256
$10.9K 0.01%
157
+1
257
$10.9K 0.01%
648
+11
258
$10.9K 0.01%
261
+1
259
$10.8K 0.01%
262
+2
260
$10.8K 0.01%
53
261
$10.5K 0.01%
114
262
$10.5K 0.01%
100
263
$10.4K 0.01%
297
+3
264
$10.3K 0.01%
102
+1
265
$10.3K 0.01%
+125
266
$10.1K 0.01%
75
267
$10.1K 0.01%
263
268
$10K 0.01%
200
269
$10K 0.01%
248
-2,158
270
$9.9K 0.01%
128
271
$9.75K 0.01%
157
272
$9.71K 0.01%
780
+15
273
$9.69K 0.01%
75
274
$9.57K 0.01%
195
275
$9.47K 0.01%
213
+1
9 10
11
12 13