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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.29K ﹤0.01%
30
302
$6.26K ﹤0.01%
100
303
$5.99K ﹤0.01%
147
304
$5.86K ﹤0.01%
101
+1
305
$5.6K ﹤0.01%
109
+1
306
$5.38K ﹤0.01%
103
+1
307
$5.25K ﹤0.01%
115
308
$5.21K ﹤0.01%
126
309
$4.96K ﹤0.01%
431
+10
310
$4.83K ﹤0.01%
258
311
$4.59K ﹤0.01%
222
+2
312
$4.38K ﹤0.01%
129
+1
313
$4.09K ﹤0.01%
100
314
$3.71K ﹤0.01%
88
-10
315
$3.65K ﹤0.01%
201
+1
316
$3.51K ﹤0.01%
169
-27
317
$3.4K ﹤0.01%
295
318
$3.23K ﹤0.01%
42
319
$3.18K ﹤0.01%
55
320
$3.16K ﹤0.01%
55
321
$3K ﹤0.01%
22
322
$2.92K ﹤0.01%
9
323
$2.85K ﹤0.01%
198
-70
324
$2.78K ﹤0.01%
47
325
$2.58K ﹤0.01%
34
11 12
13
14 15