FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$729K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$825K
3 +$634K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$538K
5
VDE icon
Vanguard Energy ETF
VDE
+$388K

Sector Composition

1 Technology 4.43%
2 Consumer Staples 3.2%
3 Healthcare 1.36%
4 Financials 1.34%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BIIB icon
276
Biogen
BIIB
$26.6B
$8.8K ﹤0.01%
50
SO icon
277
Southern Company
SO
$110B
$8.72K ﹤0.01%
100
PAYC icon
278
Paycom
PAYC
$6.68B
$8.29K ﹤0.01%
52
IP icon
279
International Paper
IP
$19.7B
$8.15K ﹤0.01%
207
+3
PRU icon
280
Prudential Financial
PRU
$32B
$7.62K ﹤0.01%
68
+1
PFL
281
PIMCO Income Strategy Fund
PFL
$362M
$7.6K ﹤0.01%
902
+27
KR icon
282
Kroger
KR
$46.4B
$7.18K ﹤0.01%
115
IWM icon
283
iShares Russell 2000 ETF
IWM
$69.4B
$7.13K ﹤0.01%
29
AA icon
284
Alcoa
AA
$16.8B
$6.96K ﹤0.01%
131
KRE icon
285
State Street SPDR S&P Regional Banking ETF
KRE
$3.84B
$6.95K ﹤0.01%
107
TEVA icon
286
Teva Pharmaceuticals
TEVA
$33.3B
$6.87K ﹤0.01%
220
FRT icon
287
Federal Realty Investment Trust
FRT
$9.01B
$6.71K ﹤0.01%
67
SBUX icon
288
Starbucks
SBUX
$113B
$6.64K ﹤0.01%
79
CRD.A icon
289
Crawford & Co Class A
CRD.A
$461M
$6.42K ﹤0.01%
571
VYMI icon
290
Vanguard International High Dividend Yield ETF
VYMI
$17.7B
$6.08K ﹤0.01%
68
+1
WFC.PRL icon
291
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.65B
$6.06K ﹤0.01%
5
HON icon
292
Honeywell
HON
$149B
$5.91K ﹤0.01%
30
NVO icon
293
Novo Nordisk
NVO
$169B
$5.85K ﹤0.01%
115
SLB icon
294
SLB Ltd
SLB
$67.1B
$5.56K ﹤0.01%
145
-50
CRSP icon
295
CRISPR Therapeutics
CRSP
$4.68B
$5.24K ﹤0.01%
100
PFF icon
296
iShares Preferred and Income Securities ETF
PFF
$13.9B
$4.78K ﹤0.01%
154
+2
ILCG icon
297
iShares Morningstar Growth ETF
ILCG
$2.73B
$4.58K ﹤0.01%
44
ONEQ icon
298
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.8B
$4.35K ﹤0.01%
48
FBTC icon
299
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.38B
$4.34K ﹤0.01%
57
DOW icon
300
Dow Inc
DOW
$26.4B
$4.28K ﹤0.01%
183
-41