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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13.4K 0.01%
144
-5
252
$12.9K 0.01%
74
253
$12.1K 0.01%
53
254
$12K 0.01%
100
-25
255
$11.9K 0.01%
78
256
$11.8K 0.01%
201
+1
257
$11.8K 0.01%
599
258
$11.7K 0.01%
104
259
$11.4K 0.01%
195
260
$11.3K 0.01%
102
-1
261
$11.2K 0.01%
415
262
$11.2K 0.01%
106
263
$11.1K 0.01%
200
-50
264
$11K 0.01%
260
265
$10.9K 0.01%
104
+1
266
$10.9K 0.01%
710
+12
267
$10.8K 0.01%
116
+1
268
$10.6K 0.01%
200
269
$10.5K 0.01%
205
+2
270
$10.4K 0.01%
63
271
$10.2K 0.01%
158
272
$10.2K 0.01%
267
+3
273
$9.92K 0.01%
537
274
$9.84K 0.01%
248
275
$9.59K 0.01%
160
9 10
11
12 13