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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.77K ﹤0.01%
571
327
$4.76K ﹤0.01%
143
328
$4.48K ﹤0.01%
112
+1
329
$4.4K ﹤0.01%
102
330
$4.23K ﹤0.01%
+258
331
$4.22K ﹤0.01%
500
332
$4.2K ﹤0.01%
100
333
$4.2K ﹤0.01%
107
334
$3.8K ﹤0.01%
402
+8
335
$3.36K ﹤0.01%
80
336
$3.24K ﹤0.01%
100
-250
337
$3.21K ﹤0.01%
87
338
$3.11K ﹤0.01%
300
339
$3.01K ﹤0.01%
100
340
$2.89K ﹤0.01%
196
341
$2.82K ﹤0.01%
55
342
$2.82K ﹤0.01%
62
343
$2.74K ﹤0.01%
22
344
$2.74K ﹤0.01%
600
345
$2.72K ﹤0.01%
137
346
$2.67K ﹤0.01%
9
347
$2.53K ﹤0.01%
42
348
$2.51K ﹤0.01%
55
349
$2.31K ﹤0.01%
+98
350
$2.28K ﹤0.01%
27
12 13
14
15 16