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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$543K
3
+$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1
+$1.04M
2
+$741K
3
+$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.73K ﹤0.01%
27
327
$2.67K ﹤0.01%
100
328
$2.52K ﹤0.01%
137
329
$2.51K ﹤0.01%
88
330
$2.42K ﹤0.01%
42
331
$1.95K ﹤0.01%
13
332
$1.93K ﹤0.01%
45
+1
333
$1.85K ﹤0.01%
49
334
$1.7K ﹤0.01%
48
335
$1.66K ﹤0.01%
600
336
$1.65K ﹤0.01%
41
+1
337
$1.65K ﹤0.01%
10
-12
338
$1.51K ﹤0.01%
+24
339
$1.44K ﹤0.01%
125
340
$1.4K ﹤0.01%
117
341
$1.34K ﹤0.01%
50
342
$1.34K ﹤0.01%
154
343
$1.21K ﹤0.01%
48
344
$1.15K ﹤0.01%
50
345
$1.13K ﹤0.01%
7
346
$1.04K ﹤0.01%
126
347
$1.03K ﹤0.01%
20
348
$966 ﹤0.01%
16
349
$772 ﹤0.01%
16
350
$759 ﹤0.01%
300
11 12 13
14
15