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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.06K ﹤0.01%
50
302
$7K ﹤0.01%
110
303
$6.99K ﹤0.01%
263
304
$6.92K ﹤0.01%
50
305
$6.89K ﹤0.01%
211
+2
306
$6.47K ﹤0.01%
30
307
$6.37K ﹤0.01%
63
+1
308
$6.14K ﹤0.01%
79
309
$6.12K ﹤0.01%
102
+1
310
$5.98K ﹤0.01%
20
311
$5.78K ﹤0.01%
136
312
$5.77K ﹤0.01%
28
313
$5.74K ﹤0.01%
115
314
$5.62K ﹤0.01%
258
315
$5.4K ﹤0.01%
100
316
$5.28K ﹤0.01%
126
317
$5.22K ﹤0.01%
814
+8
318
$5.15K ﹤0.01%
129
319
$5.13K ﹤0.01%
104
320
$5.07K ﹤0.01%
449
+10
321
$4.93K ﹤0.01%
571
322
$4.24K ﹤0.01%
161
-8
323
$4.18K ﹤0.01%
226
+2
324
$4.13K ﹤0.01%
199
325
$3.86K ﹤0.01%
296
11 12
13
14 15