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
$186M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$956K
3 +$684K
4
QTUM icon
Defiance Quantum ETF
QTUM
+$422K
5
IYF icon
iShares US Financials ETF
IYF
+$363K

Top Sells

1 +$2.04M
2 +$886K
3 +$423K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$271K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$271K

Sector Composition

1 Technology 4.31%
2 Consumer Staples 3.97%
3 Financials 1.41%
4 Consumer Discretionary 1.31%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWM icon
301
iShares Russell 2000 ETF
IWM
$71.5B
$6.21K ﹤0.01%
29
CAG icon
302
Conagra Brands
CAG
$8.65B
$6.14K ﹤0.01%
300
GPC icon
303
Genuine Parts
GPC
$18.3B
$6.07K ﹤0.01%
50
CRD.A icon
304
Crawford & Co Class A
CRD.A
$537M
$6.04K ﹤0.01%
571
PSX icon
305
Phillips 66
PSX
$54B
$5.96K ﹤0.01%
50
DOW icon
306
Dow Inc
DOW
$18B
$5.92K ﹤0.01%
224
+4
FBTC icon
307
Fidelity Wise Origin Bitcoin Fund
FBTC
$15B
$5.36K ﹤0.01%
57
-78
LW icon
308
Lamb Weston
LW
$9.14B
$5.18K ﹤0.01%
100
CRSP icon
309
CRISPR Therapeutics
CRSP
$5.84B
$4.86K ﹤0.01%
100
NWL icon
310
Newell Brands
NWL
$2.1B
$4.57K ﹤0.01%
847
+11
B
311
Barrick Mining
B
$54.3B
$4.34K ﹤0.01%
208
+1
CARR icon
312
Carrier Global
CARR
$50B
$4.13K ﹤0.01%
56
SOLV icon
313
Solventum
SOLV
$12.3B
$3.94K ﹤0.01%
52
MSI icon
314
Motorola Solutions
MSI
$73.3B
$3.92K ﹤0.01%
9
AA icon
315
Alcoa
AA
$10.2B
$3.87K ﹤0.01%
131
ONEQ icon
316
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.43B
$3.8K ﹤0.01%
47
TEVA icon
317
Teva Pharmaceuticals
TEVA
$22.7B
$3.69K ﹤0.01%
220
IJH icon
318
iShares Core S&P Mid-Cap ETF
IJH
$101B
$3.61K ﹤0.01%
58
EWS icon
319
iShares MSCI Singapore ETF
EWS
$886M
$3.56K ﹤0.01%
137
UPST icon
320
Upstart Holdings
UPST
$4.88B
$3.23K ﹤0.01%
50
CTVA icon
321
Corteva
CTVA
$43.1B
$3.13K ﹤0.01%
42
DD icon
322
DuPont de Nemours
DD
$34.3B
$2.88K ﹤0.01%
42
WAB icon
323
Wabtec
WAB
$33.8B
$2.82K ﹤0.01%
13
OTIS icon
324
Otis Worldwide
OTIS
$35.8B
$2.77K ﹤0.01%
28
BB icon
325
BlackBerry
BB
$2.86B
$2.75K ﹤0.01%
600