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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.43K 0.01%
133
+1
277
$9.39K 0.01%
500
278
$9.38K 0.01%
263
279
$9.3K 0.01%
166
-373
280
$9.29K 0.01%
284
281
$9.19K 0.01%
195
282
$9.18K 0.01%
100
283
$9.03K 0.01%
118
284
$8.93K 0.01%
+254
285
$8.53K ﹤0.01%
300
286
$8.42K ﹤0.01%
195
+2
287
$8.41K ﹤0.01%
100
288
$8.38K ﹤0.01%
140
289
$8.22K ﹤0.01%
290
+4
290
$7.94K ﹤0.01%
378
291
$7.93K ﹤0.01%
595
+4
292
$7.88K ﹤0.01%
545
293
$7.76K ﹤0.01%
100
-9
294
$7.66K ﹤0.01%
2,708
295
$7.54K ﹤0.01%
106
296
$7.5K ﹤0.01%
130
+1
297
$7.44K ﹤0.01%
52
298
$7.44K ﹤0.01%
+130
299
$7.39K ﹤0.01%
83
+1
300
$7.37K ﹤0.01%
63
+1
10 11
12
13 14