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
$143M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 4.95%
2 Technology 4.18%
3 Consumer Discretionary 1.74%
4 Healthcare 1.69%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6.67K ﹤0.01%
48
302
$6.46K ﹤0.01%
375
-633
303
$6.46K ﹤0.01%
97
304
$6.38K ﹤0.01%
+100
305
$6.33K ﹤0.01%
571
306
$6.31K ﹤0.01%
50
307
$6.3K ﹤0.01%
206
+1
308
$6.26K ﹤0.01%
254
+1
309
$6.26K ﹤0.01%
603
310
$6.21K ﹤0.01%
65
311
$6.15K ﹤0.01%
30
312
$6.04K ﹤0.01%
112
313
$5.91K ﹤0.01%
186
+3
314
$5.84K ﹤0.01%
60
315
$5.71K ﹤0.01%
147
316
$5.65K ﹤0.01%
81
+1
317
$5.54K ﹤0.01%
266
+2
318
$5.52K ﹤0.01%
440
319
$5.4K ﹤0.01%
115
320
$5.38K ﹤0.01%
182
321
$5.38K ﹤0.01%
126
322
$5.32K ﹤0.01%
100
323
$5.3K ﹤0.01%
50
324
$5.29K ﹤0.01%
102
325
$5.29K ﹤0.01%
60
+1