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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.3K ﹤0.01%
207
+1
302
$6.25K ﹤0.01%
375
303
$6.25K ﹤0.01%
81
304
$6.12K ﹤0.01%
147
305
$6.09K ﹤0.01%
254
306
$6.01K ﹤0.01%
50
-15
307
$5.76K ﹤0.01%
61
+1
308
$5.53K ﹤0.01%
61
+1
309
$5.51K ﹤0.01%
30
310
$5.49K ﹤0.01%
98
311
$5.33K ﹤0.01%
571
312
$5.14K ﹤0.01%
115
313
$4.88K ﹤0.01%
+100
314
$4.78K ﹤0.01%
440
315
$4.66K ﹤0.01%
126
316
$4.65K ﹤0.01%
268
+2
317
$4.54K ﹤0.01%
+100
318
$4.52K ﹤0.01%
220
+2
319
$4.44K ﹤0.01%
108
+1
320
$4.43K ﹤0.01%
258
321
$4.32K ﹤0.01%
421
+8
322
$4.29K ﹤0.01%
97
323
$4.25K ﹤0.01%
102
+1
324
$3.73K ﹤0.01%
128
325
$3.14K ﹤0.01%
100
11 12
13
14 15