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
$186M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$956K
3 +$684K
4
QTUM icon
Defiance Quantum ETF
QTUM
+$422K
5
IYF icon
iShares US Financials ETF
IYF
+$363K

Top Sells

1 +$2.04M
2 +$886K
3 +$423K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$271K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$271K

Sector Composition

1 Technology 4.31%
2 Consumer Staples 3.97%
3 Financials 1.41%
4 Consumer Discretionary 1.31%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
C icon
276
Citigroup
C
$181B
$9.63K 0.01%
113
+1
XLP icon
277
Consumers Staples Select Sector SPDR Fund
XLP
$15.4B
$9.54K 0.01%
118
NEE icon
278
NextEra Energy
NEE
$172B
$9.51K 0.01%
137
+1
IP icon
279
International Paper
IP
$24.9B
$9.48K 0.01%
202
+2
NDAQ icon
280
Nasdaq
NDAQ
$50.2B
$9.2K 0.01%
103
SO icon
281
Southern Company
SO
$103B
$9.18K ﹤0.01%
100
SCHB icon
282
Schwab US Broad Market ETF
SCHB
$38.4B
$9.18K ﹤0.01%
385
+1
INFL icon
283
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.3B
$9.05K ﹤0.01%
215
+1
COP icon
284
ConocoPhillips
COP
$108B
$8.97K ﹤0.01%
100
AFL icon
285
Aflac
AFL
$57.1B
$8.81K ﹤0.01%
84
KR icon
286
Kroger
KR
$44.9B
$8.25K ﹤0.01%
115
SCHE icon
287
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$8.18K ﹤0.01%
271
CHTR icon
288
Charter Communications
CHTR
$34B
$8.18K ﹤0.01%
20
EEMV icon
289
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.8B
$8.16K ﹤0.01%
130
NVO icon
290
Novo Nordisk
NVO
$231B
$7.93K ﹤0.01%
115
NEM icon
291
Newmont
NEM
$86.6B
$7.34K ﹤0.01%
126
SBUX icon
292
Starbucks
SBUX
$97.1B
$7.22K ﹤0.01%
79
PRU icon
293
Prudential Financial
PRU
$35.7B
$7.08K ﹤0.01%
66
+1
HON icon
294
Honeywell
HON
$136B
$7.06K ﹤0.01%
30
PLTR icon
295
Palantir
PLTR
$450B
$6.82K ﹤0.01%
50
SLB icon
296
SLB Ltd
SLB
$53.6B
$6.58K ﹤0.01%
195
KRE icon
297
SPDR S&P Regional Banking ETF
KRE
$3.95B
$6.37K ﹤0.01%
107
+1
BIIB icon
298
Biogen
BIIB
$21.9B
$6.28K ﹤0.01%
50
FRT icon
299
Federal Realty Investment Trust
FRT
$8.45B
$6.25K ﹤0.01%
66
+1
EOS
300
Eaton Vance Enhance Equity Income Fund II
EOS
$1.27B
$6.25K ﹤0.01%
258