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FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.08%
2 Consumer Staples 3.3%
3 Healthcare 1.5%
4 Financials 1.31%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZBRA icon
326
Zebra Technologies
ZBRA
$10.9B
$7.53K ﹤0.01%
+36
IP icon
327
International Paper
IP
$19.1B
$7.48K ﹤0.01%
209
+2
EPAM icon
328
EPAM Systems
EPAM
$4.98B
$7.45K ﹤0.01%
55
SLB icon
329
SLB Ltd
SLB
$84B
$7.44K ﹤0.01%
145
PFL
330
PIMCO Income Strategy Fund
PFL
$381M
$7.43K ﹤0.01%
929
+27
CRL icon
331
Charles River Laboratories
CRL
$9.03B
$7.42K ﹤0.01%
+43
MDT icon
332
Medtronic
MDT
$103B
$7.25K ﹤0.01%
+84
IWM icon
333
iShares Russell 2000 ETF
IWM
$80.9B
$7.2K ﹤0.01%
29
FRT icon
334
Federal Realty Investment Trust
FRT
$10.9B
$7.07K ﹤0.01%
67
TFC icon
335
Truist Financial
TFC
$64.4B
$7.04K ﹤0.01%
+153
MTUM icon
336
iShares MSCI USA Momentum Factor ETF
MTUM
$27.2B
$7.03K ﹤0.01%
+29
KRE icon
337
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$6.98K ﹤0.01%
107
UBER icon
338
Uber
UBER
$140B
$6.98K ﹤0.01%
+97
QUAL icon
339
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$6.96K ﹤0.01%
+36
ECL icon
340
Ecolab
ECL
$74.7B
$6.93K ﹤0.01%
+26
HON icon
341
Honeywell
HON
$140B
$6.85K ﹤0.01%
30
SPSM icon
342
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$6.72K ﹤0.01%
139
-92
USB icon
343
US Bancorp
USB
$91.8B
$6.71K ﹤0.01%
+129
PRU icon
344
Prudential Financial
PRU
$37.7B
$6.7K ﹤0.01%
69
+1
OMC icon
345
Omnicom Group
OMC
$21.9B
$6.68K ﹤0.01%
+89
TEVA icon
346
Teva Pharmaceuticals
TEVA
$40.3B
$6.63K ﹤0.01%
220
BR icon
347
Broadridge
BR
$16.8B
$6.5K ﹤0.01%
+40
VYMI icon
348
Vanguard International High Dividend Yield ETF
VYMI
$19.7B
$6.42K ﹤0.01%
68
LH icon
349
Labcorp
LH
$21.8B
$6.4K ﹤0.01%
+24
WEC icon
350
WEC Energy
WEC
$37B
$6.34K ﹤0.01%
+55