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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.27K ﹤0.01%
34
-49
352
$2.25K ﹤0.01%
46
353
$2.2K ﹤0.01%
16
354
$2.16K ﹤0.01%
37
355
$2.1K ﹤0.01%
10
356
$2.04K ﹤0.01%
126
357
$1.95K ﹤0.01%
220
358
$1.79K ﹤0.01%
47
359
$1.64K ﹤0.01%
19
360
$1.63K ﹤0.01%
44
+1
361
$1.49K ﹤0.01%
48
362
$1.44K ﹤0.01%
30
-220
363
$1.43K ﹤0.01%
11
364
$1.41K ﹤0.01%
117
365
$1.4K ﹤0.01%
125
366
$1.36K ﹤0.01%
4
367
$1.35K ﹤0.01%
13
368
$1.3K ﹤0.01%
40
+1
369
$1.13K ﹤0.01%
46
370
$1.03K ﹤0.01%
400
371
$995 ﹤0.01%
45
372
$905 ﹤0.01%
32
373
$882 ﹤0.01%
20
374
$856 ﹤0.01%
5
375
$795 ﹤0.01%
50
13 14
15
16 17