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
$189M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$891K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$351K

Top Sells

1
+$470K
2
+$290K
3
+$244K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$219K
5
COIN icon
Coinbase
COIN
+$178K

Sector Composition

1 Consumer Staples 4.24%
2 Technology 4.07%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.88K ﹤0.01%
28
327
$2.5K ﹤0.01%
300
328
$2.47K ﹤0.01%
42
329
$2.44K ﹤0.01%
13
330
$2.41K ﹤0.01%
48
331
$2.26K ﹤0.01%
100
332
$2.11K ﹤0.01%
45
333
$2K ﹤0.01%
50
334
$1.9K ﹤0.01%
42
+1
335
$1.86K ﹤0.01%
50
336
$1.6K ﹤0.01%
51
+1
337
$1.57K ﹤0.01%
600
338
$1.36K ﹤0.01%
16
339
$1.35K ﹤0.01%
24
340
$1.34K ﹤0.01%
125
341
$1.27K ﹤0.01%
10
342
$1.23K ﹤0.01%
149
343
$1.19K ﹤0.01%
400
344
$1.1K ﹤0.01%
117
345
$901 ﹤0.01%
20
346
$856 ﹤0.01%
10
347
$854 ﹤0.01%
126
348
$804 ﹤0.01%
7
349
$729 ﹤0.01%
167
+1
350
$542 ﹤0.01%
30
11 12 13
14
15