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
$189M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$891K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$351K

Top Sells

1
+$470K
2
+$290K
3
+$244K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$219K
5
COIN icon
Coinbase
COIN
+$178K

Sector Composition

1 Consumer Staples 4.24%
2 Technology 4.07%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13.6K 0.01%
206
252
$13.3K 0.01%
112
253
$13.3K 0.01%
764
+14
254
$13.1K 0.01%
277
+3
255
$13K 0.01%
867
256
$12.6K 0.01%
409
+5
257
$12K 0.01%
235
258
$12K 0.01%
165
259
$11.8K 0.01%
1,317
+22
260
$11.8K 0.01%
248
261
$11.7K 0.01%
213
+2
262
$11.3K 0.01%
134
+1
263
$10.9K 0.01%
55
264
$10.8K 0.01%
284
265
$10.7K 0.01%
263
266
$10.7K 0.01%
75
267
$10.6K 0.01%
131
+1
268
$10.5K 0.01%
100
269
$10.5K 0.01%
231
270
$10.3K 0.01%
500
271
$10.1K 0.01%
140
272
$9.83K 0.01%
166
273
$9.78K 0.01%
118
274
$9.76K 0.01%
300
275
$9.69K 0.01%
50
9 10
11
12 13