FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.86M
3
+$593K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$553K
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$531K

Top Sells

1
+$4.49M
2
+$3.04M
3
+$1.94M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.97%
3 Consumer Discretionary 1.42%
4 Financials 1.41%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.99K 0.01%
166
277
$9.72K 0.01%
135
+111
278
$9.64K 0.01%
136
+1
279
$9.63K 0.01%
118
280
$9.48K 0.01%
500
281
$9.42K 0.01%
231
282
$9.29K 0.01%
84
283
$9.29K 0.01%
55
284
$9.26K 0.01%
100
285
$9.2K 0.01%
100
286
$8.69K 0.01%
214
+1
287
$8.28K ﹤0.01%
297
288
$8.27K ﹤0.01%
384
+1
289
$8.14K ﹤0.01%
195
290
$8K ﹤0.01%
300
291
$7.98K ﹤0.01%
112
292
$7.98K ﹤0.01%
115
293
$7.78K ﹤0.01%
115
294
$7.78K ﹤0.01%
103
+1
295
$7.73K ﹤0.01%
79
296
$7.67K ﹤0.01%
220
+4
297
$7.58K ﹤0.01%
130
298
$7.47K ﹤0.01%
271
299
$7.37K ﹤0.01%
20
300
$7.27K ﹤0.01%
65
+1
10 11
12
13 14