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
$174M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.97%
3 Consumer Discretionary 1.42%
4 Financials 1.41%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EBAY icon
251
eBay
EBAY
$38.3B
$15.1K 0.01%
222
+1
TSLA icon
252
Tesla
TSLA
$1.46T
$15K 0.01%
58
WBA
253
DELISTED
Walgreens Boots Alliance
WBA
$14.9K 0.01%
1,336
IEO icon
254
iShares US Oil & Gas Exploration & Production ETF
IEO
$448M
$14.8K 0.01%
157
VT icon
255
Vanguard Total World Stock ETF
VT
$55.1B
$13.8K 0.01%
119
UPS icon
256
United Parcel Service
UPS
$80.6B
$13.7K 0.01%
125
AMT icon
257
American Tower
AMT
$84B
$13.7K 0.01%
63
NKE icon
258
Nike
NKE
$95.9B
$13.6K 0.01%
215
+1
IBB icon
259
iShares Biotechnology ETF
IBB
$6.29B
$12.9K 0.01%
101
-74
JOE icon
260
St. Joe Company
JOE
$3.18B
$12.5K 0.01%
266
+1
RWO icon
261
SPDR Dow Jones Global Real Estate ETF
RWO
$1.12B
$12.3K 0.01%
282
+2
ZTS icon
262
Zoetis
ZTS
$63.9B
$12.2K 0.01%
74
CTRE icon
263
CareTrust REIT
CTRE
$7.65B
$11.9K 0.01%
417
+4
ARKK icon
264
ARK Innovation ETF
ARKK
$8.94B
$11.8K 0.01%
248
BK icon
265
Bank of New York Mellon
BK
$75.3B
$11.7K 0.01%
140
IXUS icon
266
iShares Core MSCI Total International Stock ETF
IXUS
$50.5B
$11.7K 0.01%
168
ENB icon
267
Enbridge
ENB
$102B
$11.7K 0.01%
263
DON icon
268
WisdomTree US MidCap Dividend Fund
DON
$3.65B
$11.6K 0.01%
235
PAYC icon
269
Paycom
PAYC
$10.4B
$11.4K 0.01%
52
TGT icon
270
Target
TGT
$42.2B
$11.2K 0.01%
107
+1
K icon
271
Kellanova
K
$28.9B
$11K 0.01%
133
+1
IP icon
272
International Paper
IP
$20.4B
$10.7K 0.01%
200
+1
KMB icon
273
Kimberly-Clark
KMB
$39.9B
$10.7K 0.01%
75
COP icon
274
ConocoPhillips
COP
$110B
$10.5K 0.01%
100
RSPR icon
275
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$106M
$10.1K 0.01%
284