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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14.7K 0.01%
105
252
$14.4K 0.01%
264
+1
253
$14.2K 0.01%
108
+1
254
$14.1K 0.01%
645
+28
255
$13.4K 0.01%
750
+13
256
$13.3K 0.01%
205
+1
257
$13.2K 0.01%
117
258
$12.8K 0.01%
74
259
$12.2K 0.01%
63
260
$12.1K 0.01%
633
-23
261
$11.9K 0.01%
415
262
$11.8K 0.01%
219
+1
263
$11.6K 0.01%
50
264
$11.5K 0.01%
58
265
$11.4K 0.01%
100
266
$11.4K 0.01%
274
+2
267
$11.2K 0.01%
211
+2
268
$11.1K 0.01%
165
+2
269
$11K 0.01%
+235
270
$10.9K 0.01%
248
271
$10.6K 0.01%
542
-8,338
272
$10.4K 0.01%
75
273
$10.3K 0.01%
55
274
$10.1K 0.01%
404
+5
275
$9.59K 0.01%
231
9 10
11
12 13