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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.52K 0.01%
216
+1
277
$9.34K 0.01%
100
278
$9.25K 0.01%
100
279
$9.11K 0.01%
100
280
$9.06K 0.01%
75
281
$9.02K 0.01%
136
282
$8.8K 0.01%
20
283
$8.74K 0.01%
263
284
$8.57K 0.01%
587
285
$8.37K 0.01%
50
-17
286
$8.24K 0.01%
500
287
$8.23K 0.01%
300
288
$8.12K 0.01%
284
289
$7.99K 0.01%
116
+1
290
$7.98K 0.01%
389
+5
291
$7.89K 0.01%
104
292
$7.7K 0.01%
112
293
$7.51K 0.01%
134
+1
294
$7.45K 0.01%
130
+1
295
$7.4K 0.01%
128
+2
296
$7.22K 0.01%
50
297
$7.2K 0.01%
79
298
$7.16K 0.01%
792
+5
299
$6.68K ﹤0.01%
188
+2
300
$6.66K ﹤0.01%
278
-21
10 11
12
13 14