FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Sells

1 +$1.37M
2 +$1.36M
3 +$872K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$311K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$296K

Sector Composition

1 Technology 4.74%
2 Consumer Staples 3.56%
3 Financials 1.44%
4 Consumer Discretionary 1.28%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BAC.PRL icon
301
Bank of America Series L
BAC.PRL
$3.79B
$6.4K ﹤0.01%
+5
NVO icon
302
Novo Nordisk
NVO
$183B
$6.38K ﹤0.01%
115
HON icon
303
Honeywell
HON
$135B
$6.38K ﹤0.01%
32
EOS
304
Eaton Vance Enhance Equity Income Fund II
EOS
$1.19B
$6.17K ﹤0.01%
258
WFC.PRL icon
305
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.78B
$6.17K ﹤0.01%
+5
CRD.A icon
306
Crawford & Co Class A
CRD.A
$537M
$6.11K ﹤0.01%
571
LW icon
307
Lamb Weston
LW
$5.95B
$5.81K ﹤0.01%
100
FBTC icon
308
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.1B
$5.69K ﹤0.01%
57
VYMI icon
309
Vanguard International High Dividend Yield ETF
VYMI
$18.7B
$5.66K ﹤0.01%
67
-343
CHTR icon
310
Charter Communications
CHTR
$24.4B
$5.5K ﹤0.01%
20
CAG icon
311
Conagra Brands
CAG
$6.83B
$5.49K ﹤0.01%
300
DOW icon
312
Dow Inc
DOW
$27.4B
$5.15K ﹤0.01%
224
PFF icon
313
iShares Preferred and Income Securities ETF
PFF
$13.9B
$4.79K ﹤0.01%
+152
ILCG icon
314
iShares Morningstar Growth ETF
ILCG
$2.91B
$4.59K ﹤0.01%
+44
TEVA icon
315
Teva Pharmaceuticals
TEVA
$36.8B
$4.44K ﹤0.01%
220
NWL icon
316
Newell Brands
NWL
$1.7B
$4.44K ﹤0.01%
847
AA icon
317
Alcoa
AA
$16.7B
$4.31K ﹤0.01%
131
MSI icon
318
Motorola Solutions
MSI
$72.3B
$4.27K ﹤0.01%
9
ONEQ icon
319
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.86B
$4.24K ﹤0.01%
48
+1
EWS icon
320
iShares MSCI Singapore ETF
EWS
$793M
$3.88K ﹤0.01%
137
IJH icon
321
iShares Core S&P Mid-Cap ETF
IJH
$114B
$3.81K ﹤0.01%
58
SOLV icon
322
Solventum
SOLV
$11.7B
$3.8K ﹤0.01%
52
CARR icon
323
Carrier Global
CARR
$51.8B
$3.38K ﹤0.01%
57
+1
DD icon
324
DuPont de Nemours
DD
$18.6B
$3.27K ﹤0.01%
100
BB icon
325
BlackBerry
BB
$3.02B
$2.93K ﹤0.01%
600