FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.74%
2 Consumer Staples 3.56%
3 Financials 1.44%
4 Consumer Discretionary 1.28%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHB icon
276
Schwab US Broad Market ETF
SCHB
$39.1B
$9.93K ﹤0.01%
386
+1
TGT icon
277
Target
TGT
$47.1B
$9.74K ﹤0.01%
109
INFL icon
278
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.49B
$9.6K ﹤0.01%
215
IP icon
279
International Paper
IP
$22.3B
$9.49K ﹤0.01%
204
+2
SO icon
280
Southern Company
SO
$97.8B
$9.48K ﹤0.01%
100
COP icon
281
ConocoPhillips
COP
$123B
$9.46K ﹤0.01%
100
AFL icon
282
Aflac
AFL
$56.8B
$9.33K ﹤0.01%
84
KMB icon
283
Kimberly-Clark
KMB
$33.4B
$9.33K ﹤0.01%
75
XLP icon
284
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.2B
$9.24K ﹤0.01%
118
NDAQ icon
285
Nasdaq
NDAQ
$56.2B
$9.1K ﹤0.01%
103
SCHE icon
286
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$9.05K ﹤0.01%
271
EPAM icon
287
EPAM Systems
EPAM
$12B
$8.29K ﹤0.01%
55
KR icon
288
Kroger
KR
$39.3B
$7.75K ﹤0.01%
115
PFL
289
PIMCO Income Strategy Fund
PFL
$380M
$7.45K ﹤0.01%
+875
BIIB icon
290
Biogen
BIIB
$25.5B
$7K ﹤0.01%
50
IWM icon
291
iShares Russell 2000 ETF
IWM
$77.5B
$6.98K ﹤0.01%
29
GPC icon
292
Genuine Parts
GPC
$19.4B
$6.93K ﹤0.01%
50
PRU icon
293
Prudential Financial
PRU
$37.6B
$6.92K ﹤0.01%
67
+1
B
294
Barrick Mining
B
$88B
$6.86K ﹤0.01%
209
+1
PSX icon
295
Phillips 66
PSX
$56.4B
$6.8K ﹤0.01%
50
KRE icon
296
State Street SPDR S&P Regional Banking ETF
KRE
$4.18B
$6.79K ﹤0.01%
107
FRT icon
297
Federal Realty Investment Trust
FRT
$8.75B
$6.74K ﹤0.01%
67
+1
SLB icon
298
SLB Ltd
SLB
$75.7B
$6.7K ﹤0.01%
195
SBUX icon
299
Starbucks
SBUX
$109B
$6.67K ﹤0.01%
79
CRSP icon
300
CRISPR Therapeutics
CRSP
$5.17B
$6.48K ﹤0.01%
100