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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$851K
3
+$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1
+$376K
2
+$302K
3
+$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.69K 0.01%
166
277
$9.67K 0.01%
135
+1
278
$9.4K 0.01%
+568
279
$9.27K ﹤0.01%
118
280
$9.08K ﹤0.01%
100
281
$8.69K ﹤0.01%
383
+2
282
$8.68K ﹤0.01%
216
+3
283
$8.64K ﹤0.01%
84
+1
284
$8.32K ﹤0.01%
300
285
$8.26K ﹤0.01%
109
+1
286
$8.24K ﹤0.01%
827
+5
287
$8.23K ﹤0.01%
100
288
$8.2K ﹤0.01%
297
+4
289
$8.19K ﹤0.01%
107
290
$8.11K ﹤0.01%
213
+1
291
$7.91K ﹤0.01%
102
292
$7.87K ﹤0.01%
112
+1
293
$7.65K ﹤0.01%
50
294
$7.62K ﹤0.01%
64
295
$7.54K ﹤0.01%
130
296
$7.47K ﹤0.01%
195
297
$7.22K ﹤0.01%
271
+7
298
$7.2K ﹤0.01%
64
299
$7.19K ﹤0.01%
79
300
$7.03K ﹤0.01%
115
10 11
12
13 14