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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.13K ﹤0.01%
42
327
$3.05K ﹤0.01%
55
328
$3.02K ﹤0.01%
22
329
$2.96K ﹤0.01%
196
330
$2.92K ﹤0.01%
200
-100
331
$2.83K ﹤0.01%
600
332
$2.82K ﹤0.01%
55
333
$2.8K ﹤0.01%
295
-308
334
$2.64K ﹤0.01%
62
335
$2.54K ﹤0.01%
9
336
$2.51K ﹤0.01%
137
337
$2.44K ﹤0.01%
47
+5
338
$2.24K ﹤0.01%
220
339
$2.19K ﹤0.01%
27
340
$2.15K ﹤0.01%
42
341
$1.99K ﹤0.01%
34
342
$1.88K ﹤0.01%
49
+1
343
$1.61K ﹤0.01%
44
344
$1.55K ﹤0.01%
19
345
$1.43K ﹤0.01%
50
346
$1.42K ﹤0.01%
13
347
$1.33K ﹤0.01%
48
348
$1.32K ﹤0.01%
42
+1
349
$1.28K ﹤0.01%
117
350
$1.26K ﹤0.01%
30
-7
12 13
14
15 16