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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.3M
3
+$10.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.47%
2 Technology 3.08%
3 Healthcare 1.67%
4 Consumer Discretionary 1.57%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.26K ﹤0.01%
+181
302
$6.12K ﹤0.01%
+500
303
$6.09K ﹤0.01%
+97
304
$6K ﹤0.01%
+50
305
$5.99K ﹤0.01%
+50
306
$5.97K ﹤0.01%
+59
307
$5.95K ﹤0.01%
+126
308
$5.89K ﹤0.01%
+48
309
$5.79K ﹤0.01%
+58
310
$5.78K ﹤0.01%
+127
311
$5.75K ﹤0.01%
+80
312
$5.13K ﹤0.01%
+115
313
$5.12K ﹤0.01%
+298
314
$5.05K ﹤0.01%
+50
315
$5.02K ﹤0.01%
+51
316
$5.02K ﹤0.01%
+20
317
$4.93K ﹤0.01%
+990
318
$4.84K ﹤0.01%
+214
319
$4.75K ﹤0.01%
+105
320
$4.53K ﹤0.01%
+282
321
$4.48K ﹤0.01%
+111
322
$4.45K ﹤0.01%
+107
323
$4.33K ﹤0.01%
+603
324
$4.3K ﹤0.01%
+50
325
$4.29K ﹤0.01%
+100
11 12
13
14 15