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
$143M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$390K
3
+$368K
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$307K
5
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$307K

Top Sells

1
+$3.6M
2
+$1.53M
3
+$436K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$234K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$108K

Sector Composition

1 Consumer Staples 4.95%
2 Technology 4.18%
3 Consumer Discretionary 1.74%
4 Healthcare 1.69%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.09K ﹤0.01%
300
+1
327
$4.98K ﹤0.01%
51
328
$4.95K ﹤0.01%
143
329
$4.92K ﹤0.01%
107
+1
330
$4.87K ﹤0.01%
20
331
$4.66K ﹤0.01%
107
332
$4.62K ﹤0.01%
258
333
$4.49K ﹤0.01%
218
+2
334
$4.48K ﹤0.01%
413
+11
335
$4.34K ﹤0.01%
100
336
$4.34K ﹤0.01%
128
+1
337
$4.12K ﹤0.01%
+101
338
$3.37K ﹤0.01%
87
339
$3.32K ﹤0.01%
600
340
$3.24K ﹤0.01%
80
341
$3K ﹤0.01%
42
342
$2.96K ﹤0.01%
55
343
$2.82K ﹤0.01%
22
344
$2.76K ﹤0.01%
62
345
$2.74K ﹤0.01%
9
346
$2.73K ﹤0.01%
55
347
$2.6K ﹤0.01%
196
348
$2.54K ﹤0.01%
137
349
$2.42K ﹤0.01%
27
350
$2.41K ﹤0.01%
42
12 13
14
15 16