FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$729K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$825K
3 +$634K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$538K
5
VDE icon
Vanguard Energy ETF
VDE
+$388K

Sector Composition

1 Technology 4.43%
2 Consumer Staples 3.2%
3 Healthcare 1.36%
4 Financials 1.34%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHTR icon
301
Charter Communications
CHTR
$27.6B
$4.17K ﹤0.01%
20
IJH icon
302
iShares Core S&P Mid-Cap ETF
IJH
$105B
$3.87K ﹤0.01%
59
+1
FSSL
303
FS Specialty Lending Fund
FSSL
$3.72K ﹤0.01%
+263
MSI icon
304
Motorola Solutions
MSI
$78.4B
$3.58K ﹤0.01%
9
NWL icon
305
Newell Brands
NWL
$1.69B
$3.15K ﹤0.01%
847
CARR icon
306
Carrier Global
CARR
$46.5B
$3K ﹤0.01%
57
WBD icon
307
Warner Bros
WBD
$67.3B
$2.91K ﹤0.01%
101
-48
WAB icon
308
Wabtec
WAB
$40.4B
$2.89K ﹤0.01%
14
SOLV icon
309
Solventum
SOLV
$11.6B
$2.69K ﹤0.01%
34
-18
SUSL icon
310
iShares ESG MSCI USA Leaders ETF
SUSL
$1B
$2.55K ﹤0.01%
21
OTIS icon
311
Otis Worldwide
OTIS
$32.3B
$2.47K ﹤0.01%
28
IFRA icon
312
iShares US Infrastructure ETF
IFRA
$3.68B
$2.43K ﹤0.01%
46
XLU icon
313
State Street Utilities Select Sector SPDR ETF
XLU
$24.6B
$2.39K ﹤0.01%
56
BB icon
314
BlackBerry
BB
$1.97B
$2.27K ﹤0.01%
600
ONON icon
315
On Holding
ONON
$12.6B
$2.23K ﹤0.01%
48
UPST icon
316
Upstart Holdings
UPST
$2.5B
$2.19K ﹤0.01%
50
BP icon
317
BP
BP
$109B
$1.91K ﹤0.01%
55
+1
SPYD icon
318
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.18B
$1.9K ﹤0.01%
44
+1
RDDT icon
319
Reddit
RDDT
$25.3B
$1.61K ﹤0.01%
7
SNOW icon
320
Snowflake
SNOW
$61.1B
$1.54K ﹤0.01%
7
ABNB icon
321
Airbnb
ABNB
$75.7B
$1.36K ﹤0.01%
10
BHF icon
322
Brighthouse Financial
BHF
$3.44B
$1.3K ﹤0.01%
20
DXC icon
323
DXC Technology
DXC
$2.01B
$1.19K ﹤0.01%
81
NOK icon
324
Nokia
NOK
$46B
$1.1K ﹤0.01%
171
+1
FLOW icon
325
Global X US Cash Flow Kings 100 ETF
FLOW
$28M
$1.07K ﹤0.01%
30
+1