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
$174M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.86M
3
+$593K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$553K
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$531K

Top Sells

1
+$4.49M
2
+$3.04M
3
+$1.94M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.97%
3 Consumer Discretionary 1.42%
4 Financials 1.41%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.38K ﹤0.01%
58
327
$3.38K ﹤0.01%
220
328
$3.25K ﹤0.01%
137
329
$3.23K ﹤0.01%
47
330
$3.14K ﹤0.01%
100
331
$3.02K ﹤0.01%
202
+1
332
$2.88K ﹤0.01%
28
333
$2.85K ﹤0.01%
+156
334
$2.64K ﹤0.01%
42
335
$2.44K ﹤0.01%
13
336
$2.3K ﹤0.01%
50
337
$2.27K ﹤0.01%
199
-402
338
$2.26K ﹤0.01%
600
339
$2.13K ﹤0.01%
88
340
$2.11K ﹤0.01%
48
341
$2.05K ﹤0.01%
45
342
$1.88K ﹤0.01%
42
343
$1.75K ﹤0.01%
52
344
$1.6K ﹤0.01%
149
345
$1.51K ﹤0.01%
400
346
$1.38K ﹤0.01%
+81
347
$1.2K ﹤0.01%
10
348
$1.16K ﹤0.01%
20
349
$1.07K ﹤0.01%
16
350
$1.02K ﹤0.01%
7
11 12 13
14
15