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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
248
252
$12.9K 0.01%
+50
253
$12.8K 0.01%
50
254
$12.7K 0.01%
203
+2
255
$12.1K 0.01%
202
+2
256
$12K 0.01%
415
257
$12K 0.01%
116
258
$11.8K 0.01%
270
+3
259
$11.6K 0.01%
100
260
$11.6K 0.01%
200
261
$11.3K 0.01%
207
+2
262
$11K 0.01%
655
-1,238
263
$10.9K 0.01%
722
+12
264
$10.8K 0.01%
100
265
$10.7K 0.01%
52
266
$10.6K 0.01%
163
+3
267
$10.1K 0.01%
195
268
$10K 0.01%
500
269
$9.74K 0.01%
231
-198
270
$9.51K 0.01%
100
271
$9.49K 0.01%
263
272
$9.47K 0.01%
217
+1
273
$9.44K 0.01%
284
274
$9.21K 0.01%
591
+4
275
$9.11K 0.01%
75
9 10
11
12 13