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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$543K
3
+$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1
+$1.04M
2
+$741K
3
+$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.32K 0.01%
284
277
$9.22K 0.01%
100
278
$9K 0.01%
118
+1
279
$8.89K 0.01%
300
280
$8.77K 0.01%
+545
281
$8.45K 0.01%
132
+1
282
$8.27K ﹤0.01%
591
283
$8.17K ﹤0.01%
50
284
$8.12K ﹤0.01%
106
+1
285
$8.07K ﹤0.01%
140
286
$7.82K ﹤0.01%
109
287
$7.75K ﹤0.01%
50
288
$7.71K ﹤0.01%
378
289
$7.54K ﹤0.01%
193
+2
290
$7.38K ﹤0.01%
129
+1
291
$7.3K ﹤0.01%
62
+1
292
$7.21K ﹤0.01%
79
293
$7.07K ﹤0.01%
130
+1
294
$7.07K ﹤0.01%
82
295
$7.02K ﹤0.01%
286
+4
296
$6.99K ﹤0.01%
136
297
$6.93K ﹤0.01%
110
+1
298
$6.82K ﹤0.01%
100
299
$6.8K ﹤0.01%
209
+1
300
$6.64K ﹤0.01%
263
10 11
12
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