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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.56K ﹤0.01%
137
327
$2.45K ﹤0.01%
27
328
$2.3K ﹤0.01%
220
329
$2.12K ﹤0.01%
600
330
$2.12K ﹤0.01%
125
331
$2.04K ﹤0.01%
50
332
$2.01K ﹤0.01%
42
333
$1.79K ﹤0.01%
44
334
$1.75K ﹤0.01%
154
-286
335
$1.74K ﹤0.01%
49
336
$1.7K ﹤0.01%
13
337
$1.58K ﹤0.01%
+40
338
$1.45K ﹤0.01%
117
339
$1.39K ﹤0.01%
7
-71
340
$1.29K ﹤0.01%
48
341
$1.12K ﹤0.01%
126
342
$1.06K ﹤0.01%
20
343
$876 ﹤0.01%
10
344
$859 ﹤0.01%
50
345
$764 ﹤0.01%
16
+1
346
$752 ﹤0.01%
20
347
$720 ﹤0.01%
300
348
$648 ﹤0.01%
16
349
$589 ﹤0.01%
30
350
$560 ﹤0.01%
164
+1
12 13
14
15 16