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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.82K 0.01%
394
+5
277
$8.6K 0.01%
300
278
$8.56K 0.01%
112
279
$8.43K 0.01%
117
+1
280
$8.37K 0.01%
136
281
$8.13K 0.01%
282
+4
282
$7.96K 0.01%
131
+1
283
$7.77K ﹤0.01%
20
284
$7.63K ﹤0.01%
109
-49
285
$7.57K ﹤0.01%
79
286
$7.53K ﹤0.01%
571
287
$7.29K ﹤0.01%
140
+78
288
$7.18K ﹤0.01%
105
+1
289
$7.13K ﹤0.01%
128
-6
290
$7.01K ﹤0.01%
378
+3
291
$6.94K ﹤0.01%
799
+7
292
$6.92K ﹤0.01%
50
293
$6.9K ﹤0.01%
191
+3
294
$6.75K ﹤0.01%
82
+1
295
$6.66K ﹤0.01%
50
296
$6.61K ﹤0.01%
129
+1
297
$6.55K ﹤0.01%
208
+1
298
$6.52K ﹤0.01%
263
+9
299
$6.37K ﹤0.01%
61
300
$6.36K ﹤0.01%
62
+1
10 11
12
13 14