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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.38K 0.01%
537
277
$9.31K 0.01%
968
+10
278
$9.3K 0.01%
260
+3
279
$9.27K 0.01%
422
+5
280
$9.2K 0.01%
67
281
$9K 0.01%
60
282
$8.7K 0.01%
284
283
$8.69K 0.01%
125
+1
284
$8.6K 0.01%
103
285
$8.57K 0.01%
52
-69
286
$8.56K 0.01%
+115
287
$8.52K 0.01%
683
+14
288
$8.37K 0.01%
50
289
$8.29K 0.01%
132
+1
290
$8.21K 0.01%
79
291
$7.89K 0.01%
98
+88
292
$7.48K 0.01%
+252
293
$7.42K 0.01%
379
+6
294
$7.36K 0.01%
100
295
$7.27K 0.01%
100
296
$7.15K 0.01%
20
297
$6.95K 0.01%
48
298
$6.72K ﹤0.01%
500
299
$6.66K ﹤0.01%
97
300
$6.64K ﹤0.01%
440
10 11
12
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