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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.6K ﹤0.01%
183
+2
302
$6.6K ﹤0.01%
65
303
$6.52K ﹤0.01%
26
304
$6.41K ﹤0.01%
50
305
$6.34K ﹤0.01%
205
306
$6.22K ﹤0.01%
264
+1
307
$6.2K ﹤0.01%
+253
308
$6.18K ﹤0.01%
126
309
$5.99K ﹤0.01%
48
310
$5.89K ﹤0.01%
60
+1
311
$5.76K ﹤0.01%
147
-198
312
$5.68K ﹤0.01%
115
313
$5.66K ﹤0.01%
603
314
$5.65K ﹤0.01%
50
315
$5.64K ﹤0.01%
30
+1
316
$5.56K ﹤0.01%
299
+1
317
$5.42K ﹤0.01%
127
318
$5.32K ﹤0.01%
51
319
$5.19K ﹤0.01%
80
320
$5.09K ﹤0.01%
20
321
$4.96K ﹤0.01%
106
+1
322
$4.91K ﹤0.01%
216
+2
323
$4.89K ﹤0.01%
59
+1
324
$4.79K ﹤0.01%
50
325
$4.77K ﹤0.01%
182
11 12
13
14 15