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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$851K
3
+$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1
+$376K
2
+$302K
3
+$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13.3K 0.01%
778
+14
252
$12.9K 0.01%
112
253
$12.9K 0.01%
206
254
$12.9K 0.01%
500
255
$12.9K 0.01%
55
256
$12.5K 0.01%
1,336
+19
257
$12.1K 0.01%
74
258
$12K 0.01%
280
+3
259
$12K 0.01%
235
260
$11.9K 0.01%
265
261
$11.7K 0.01%
260
+3
262
$11.6K 0.01%
63
263
$11.2K 0.01%
263
264
$11.2K 0.01%
413
+4
265
$11.1K 0.01%
168
+3
266
$10.8K 0.01%
140
267
$10.7K 0.01%
199
+2
268
$10.7K 0.01%
132
+1
269
$10.7K 0.01%
52
270
$10.4K 0.01%
231
271
$9.98K 0.01%
284
272
$9.92K 0.01%
100
273
$9.91K 0.01%
+131
274
$9.89K 0.01%
115
275
$9.83K 0.01%
75
9 10
11
12 13