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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$851K
3 +$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1 +$376K
2 +$302K
3 +$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$3.2K ﹤0.01%
42
327
$3.2K ﹤0.01%
206
+1
328
$3.08K ﹤0.01%
50
329
$3K ﹤0.01%
201
+1
330
$2.99K ﹤0.01%
137
331
$2.66K ﹤0.01%
88
332
$2.63K ﹤0.01%
48
333
$2.57K ﹤0.01%
28
334
$2.55K ﹤0.01%
13
335
$2.39K ﹤0.01%
42
336
$2.27K ﹤0.01%
600
337
$2.09K ﹤0.01%
45
338
$1.98K ﹤0.01%
24
339
$1.94K ﹤0.01%
400
340
$1.82K ﹤0.01%
42
341
$1.57K ﹤0.01%
149
342
$1.53K ﹤0.01%
52
+1
343
$1.35K ﹤0.01%
125
344
$1.31K ﹤0.01%
10
345
$1.26K ﹤0.01%
16
346
$1.08K ﹤0.01%
7
347
$961 ﹤0.01%
20
348
$908 ﹤0.01%
+29
349
$814 ﹤0.01%
117
350
$747 ﹤0.01%
10