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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.6K ﹤0.01%
9
327
$3.58K ﹤0.01%
220
328
$3.52K ﹤0.01%
56
329
$3.4K ﹤0.01%
204
+1
330
$3.38K ﹤0.01%
100
331
$3.36K ﹤0.01%
57
332
$3.3K ﹤0.01%
47
333
$2.75K ﹤0.01%
+52
334
$2.65K ﹤0.01%
28
+1
335
$2.63K ﹤0.01%
137
336
$2.3K ﹤0.01%
88
337
$2.27K ﹤0.01%
42
338
$2.12K ﹤0.01%
13
339
$2.08K ﹤0.01%
125
340
$2.05K ﹤0.01%
300
341
$1.89K ﹤0.01%
45
342
$1.86K ﹤0.01%
48
343
$1.8K ﹤0.01%
50
+1
344
$1.65K ﹤0.01%
41
345
$1.63K ﹤0.01%
100
346
$1.52K ﹤0.01%
10
347
$1.49K ﹤0.01%
600
348
$1.45K ﹤0.01%
48
349
$1.27K ﹤0.01%
24
350
$1.27K ﹤0.01%
50
12 13
14
15 16