FFL
Financial Freedom LLC Portfolio holdings
AUM
$186M
1-Year Return
12.25%
This Quarter Return
+5.4%
1 Year Return
+12.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$5.3M
(+3.9%)
Cap. Flow
-$1.45M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
48.97%
Holding
411
New
8
Increased
167
Reduced
22
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.6M |
| 2 |
Procter & Gamble
PG
|
$1.53M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$436K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$234K |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
$108K |
Sector Composition
| 1 | Consumer Staples | 4.95% |
| 2 | Technology | 4.18% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Healthcare | 1.69% |
| 5 | Financials | 1.35% |
