FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
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

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
WBD icon
326
Warner Bros
WBD
$74.3B
$2.91K ﹤0.01%
149
CTVA icon
327
Corteva
CTVA
$44.7B
$2.84K ﹤0.01%
42
WAB icon
328
Wabtec
WAB
$36.7B
$2.71K ﹤0.01%
14
+1
OTIS icon
329
Otis Worldwide
OTIS
$34.3B
$2.57K ﹤0.01%
28
UPST icon
330
Upstart Holdings
UPST
$4.8B
$2.54K ﹤0.01%
50
SUSL icon
331
iShares ESG MSCI USA Leaders ETF
SUSL
$1.02B
$2.46K ﹤0.01%
+21
XLU icon
332
State Street Utilities Select Sector SPDR ETF
XLU
$10.5B
$2.44K ﹤0.01%
+28
IFRA icon
333
iShares US Infrastructure ETF
IFRA
$3.18B
$2.42K ﹤0.01%
46
LCID icon
334
Lucid Motors
LCID
$4.07B
$2.09K ﹤0.01%
88
ONON icon
335
On Holding
ONON
$16.1B
$2.03K ﹤0.01%
48
SPYD icon
336
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.37B
$1.91K ﹤0.01%
43
BP icon
337
BP
BP
$90B
$1.87K ﹤0.01%
54
+1
RDDT icon
338
Reddit
RDDT
$42.6B
$1.61K ﹤0.01%
7
SNOW icon
339
Snowflake
SNOW
$74.6B
$1.58K ﹤0.01%
7
OGN icon
340
Organon & Co
OGN
$1.86B
$1.51K ﹤0.01%
142
ABNB icon
341
Airbnb
ABNB
$77.8B
$1.21K ﹤0.01%
10
DXC icon
342
DXC Technology
DXC
$2.64B
$1.1K ﹤0.01%
81
BHF icon
343
Brighthouse Financial
BHF
$3.74B
$1.06K ﹤0.01%
20
FLOW icon
344
Global X US Cash Flow Kings 100 ETF
FLOW
$25.6M
$1.02K ﹤0.01%
29
F icon
345
Ford
F
$54.8B
$837 ﹤0.01%
70
NOK icon
346
Nokia
NOK
$34.8B
$818 ﹤0.01%
170
+1
SLVM icon
347
Sylvamo
SLVM
$1.98B
$719 ﹤0.01%
16
BLKB icon
348
Blackbaud
BLKB
$3.01B
$650 ﹤0.01%
10
REAL icon
349
The RealReal
REAL
$1.67B
$585 ﹤0.01%
55
TOST icon
350
Toast
TOST
$20.7B
$548 ﹤0.01%
15