FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
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

Top Buys

1
+$2.46M
2
+$1.86M
3
+$593K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$553K
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$531K

Top Sells

1
+$4.49M
2
+$3.04M
3
+$1.94M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

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
251
$15.1K 0.01%
222
+1
252
$15K 0.01%
58
253
$14.9K 0.01%
1,336
254
$14.8K 0.01%
157
255
$13.8K 0.01%
119
256
$13.7K 0.01%
125
257
$13.7K 0.01%
63
258
$13.6K 0.01%
215
+1
259
$12.9K 0.01%
101
-74
260
$12.5K 0.01%
266
+1
261
$12.3K 0.01%
282
+2
262
$12.2K 0.01%
74
263
$11.9K 0.01%
417
+4
264
$11.8K 0.01%
248
265
$11.7K 0.01%
140
266
$11.7K 0.01%
168
267
$11.7K 0.01%
263
268
$11.6K 0.01%
235
269
$11.4K 0.01%
52
270
$11.2K 0.01%
107
+1
271
$11K 0.01%
133
+1
272
$10.7K 0.01%
200
+1
273
$10.7K 0.01%
75
274
$10.5K 0.01%
100
275
$10.1K 0.01%
284
9 10
11
12 13