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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$851K
3
+$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1
+$376K
2
+$302K
3
+$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.86K ﹤0.01%
20
302
$6.84K ﹤0.01%
30
303
$6.84K ﹤0.01%
601
+6
304
$6.68K ﹤0.01%
100
305
$6.6K ﹤0.01%
571
306
$6.38K ﹤0.01%
106
+1
307
$6.33K ﹤0.01%
29
308
$6.18K ﹤0.01%
258
309
$6.02K ﹤0.01%
254
310
$5.84K ﹤0.01%
50
311
$5.7K ﹤0.01%
50
312
$5.57K ﹤0.01%
161
313
$5.23K ﹤0.01%
467
+9
314
$4.92K ﹤0.01%
130
315
$4.85K ﹤0.01%
220
316
$4.69K ﹤0.01%
126
317
$4.31K ﹤0.01%
9
318
$4.25K ﹤0.01%
296
319
$4.08K ﹤0.01%
230
+2
320
$3.94K ﹤0.01%
100
321
$3.83K ﹤0.01%
56
322
$3.78K ﹤0.01%
50
323
$3.6K ﹤0.01%
58
324
$3.6K ﹤0.01%
47
325
$3.44K ﹤0.01%
52
11 12
13
14 15