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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$543K
3
+$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1
+$1.04M
2
+$741K
3
+$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.62K ﹤0.01%
147
302
$6.57K ﹤0.01%
115
303
$6.47K ﹤0.01%
806
+7
304
$6.39K ﹤0.01%
101
305
$6.37K ﹤0.01%
62
306
$6.19K ﹤0.01%
30
307
$5.97K ﹤0.01%
+28
308
$5.81K ﹤0.01%
20
309
$5.38K ﹤0.01%
571
310
$5.21K ﹤0.01%
104
+1
311
$5.2K ﹤0.01%
258
312
$4.89K ﹤0.01%
439
+8
313
$4.52K ﹤0.01%
126
314
$4.37K ﹤0.01%
129
315
$4.24K ﹤0.01%
224
+2
316
$3.74K ﹤0.01%
199
+1
317
$3.68K ﹤0.01%
169
318
$3.68K ﹤0.01%
296
+1
319
$3.47K ﹤0.01%
57
+2
320
$3.37K ﹤0.01%
203
+2
321
$3.31K ﹤0.01%
9
322
$3.23K ﹤0.01%
56
+1
323
$3.22K ﹤0.01%
42
324
$3.1K ﹤0.01%
220
325
$3.03K ﹤0.01%
47
11 12
13
14 15