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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$543K
3
+$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1
+$1.04M
2
+$741K
3
+$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13.4K 0.01%
204
+1
252
$13.4K 0.01%
617
253
$12.9K 0.01%
737
+15
254
$12.9K 0.01%
117
+1
255
$12.8K 0.01%
112
256
$12.7K 0.01%
100
257
$12.5K 0.01%
74
258
$12.4K 0.01%
63
259
$12.4K 0.01%
248
260
$12.1K 0.01%
415
261
$12.1K 0.01%
209
+2
262
$11.6K 0.01%
272
+2
263
$11.6K 0.01%
656
+1
264
$11.5K 0.01%
218
+1
265
$11K 0.01%
163
266
$10.8K 0.01%
50
267
$10.7K 0.01%
195
268
$10.7K 0.01%
100
269
$10.5K 0.01%
500
270
$10.3K 0.01%
52
271
$10.2K 0.01%
58
-42
272
$9.94K 0.01%
231
273
$9.73K 0.01%
399
+5
274
$9.7K 0.01%
75
275
$9.53K 0.01%
263
9 10
11
12 13