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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.3M
3
+$10.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.47%
2 Technology 3.08%
3 Healthcare 1.67%
4 Consumer Discretionary 1.57%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.95K 0.01%
+124
277
$8.94K 0.01%
+100
278
$8.8K 0.01%
+212
279
$8.75K 0.01%
+131
280
$8.72K 0.01%
+284
281
$8.68K 0.01%
+250
282
$8.68K 0.01%
+50
283
$8.53K 0.01%
+103
284
$8.46K 0.01%
+26
285
$8.35K 0.01%
+100
286
$8.09K 0.01%
+294
287
$7.87K 0.01%
+669
288
$7.82K 0.01%
+79
289
$7.35K ﹤0.01%
+100
290
$7.34K ﹤0.01%
+263
291
$7.05K ﹤0.01%
+67
292
$7.04K ﹤0.01%
+60
293
$6.94K ﹤0.01%
+373
294
$6.78K ﹤0.01%
+20
295
$6.78K ﹤0.01%
+65
296
$6.72K ﹤0.01%
+48
297
$6.45K ﹤0.01%
+205
298
$6.43K ﹤0.01%
+114
299
$6.29K ﹤0.01%
+29
300
$6.28K ﹤0.01%
+97
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