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
$189M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$891K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$351K

Top Sells

1
+$470K
2
+$290K
3
+$244K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$219K
5
COIN icon
Coinbase
COIN
+$178K

Sector Composition

1 Consumer Staples 4.24%
2 Technology 4.07%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.47K ﹤0.01%
100
302
$6.31K ﹤0.01%
822
+8
303
$6.31K ﹤0.01%
29
+1
304
$6.26K ﹤0.01%
571
305
$6.26K ﹤0.01%
30
306
$6.2K ﹤0.01%
254
307
$5.95K ﹤0.01%
105
+1
308
$5.6K ﹤0.01%
258
309
$5.31K ﹤0.01%
458
+9
310
$5.01K ﹤0.01%
130
+1
311
$4.7K ﹤0.01%
100
312
$4.5K ﹤0.01%
56
313
$4.39K ﹤0.01%
228
+2
314
$4.2K ﹤0.01%
9
315
$4.08K ﹤0.01%
205
+1
316
$3.99K ﹤0.01%
296
317
$3.96K ﹤0.01%
220
318
$3.83K ﹤0.01%
200
+1
319
$3.74K ﹤0.01%
42
320
$3.7K ﹤0.01%
161
321
$3.63K ﹤0.01%
52
322
$3.59K ﹤0.01%
58
+1
323
$3.38K ﹤0.01%
47
324
$3.11K ﹤0.01%
88
325
$3.04K ﹤0.01%
137
11 12
13
14 15