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
$189M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$891K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$351K

Top Sells

1
+$470K
2
+$290K
3
+$244K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$219K
5
COIN icon
Coinbase
COIN
+$178K

Sector Composition

1 Consumer Staples 4.24%
2 Technology 4.07%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.65K 0.01%
100
277
$9.62K 0.01%
197
+2
278
$9.58K 0.01%
293
+3
279
$9.3K ﹤0.01%
83
280
$9.15K ﹤0.01%
108
281
$9.02K ﹤0.01%
100
282
$8.79K ﹤0.01%
107
+1
283
$8.74K ﹤0.01%
595
284
$8.66K ﹤0.01%
52
285
$8.53K ﹤0.01%
2,708
286
$8.46K ﹤0.01%
381
+3
287
$8.17K ﹤0.01%
195
288
$8.15K ﹤0.01%
130
289
$7.96K ﹤0.01%
212
+1
290
$7.7K ﹤0.01%
64
+1
291
$7.69K ﹤0.01%
264
+1
292
$7.69K ﹤0.01%
79
293
$7.44K ﹤0.01%
102
294
$7.32K ﹤0.01%
64
+1
295
$6.98K ﹤0.01%
50
296
$6.96K ﹤0.01%
111
+1
297
$6.74K ﹤0.01%
126
298
$6.59K ﹤0.01%
115
299
$6.57K ﹤0.01%
50
300
$6.48K ﹤0.01%
20
10 11
12
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