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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.3M
3
+$10.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.47%
2 Technology 3.08%
3 Healthcare 1.67%
4 Consumer Discretionary 1.57%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.11K ﹤0.01%
+27
352
$2.05K ﹤0.01%
+37
353
$2.01K ﹤0.01%
+27
354
$2.01K ﹤0.01%
+220
355
$1.96K ﹤0.01%
+600
356
$1.91K ﹤0.01%
+46
357
$1.88K ﹤0.01%
+22
358
$1.64K ﹤0.01%
+47
359
$1.58K ﹤0.01%
+43
360
$1.55K ﹤0.01%
+126
361
$1.48K ﹤0.01%
+50
362
$1.43K ﹤0.01%
+4
363
$1.33K ﹤0.01%
+13
364
$1.3K ﹤0.01%
+19
365
$1.23K ﹤0.01%
+11
366
$1.13K ﹤0.01%
+46
367
$1.12K ﹤0.01%
+125
368
$1.11K ﹤0.01%
+39
369
$1.06K ﹤0.01%
+44
370
$1.02K ﹤0.01%
+20
371
$1K ﹤0.01%
+117
372
$991 ﹤0.01%
+45
373
$837 ﹤0.01%
+12
374
$833 ﹤0.01%
+8
375
$828 ﹤0.01%
+20
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