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
$143M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$390K
3
+$368K
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$307K
5
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$307K

Top Sells

1
+$3.6M
2
+$1.53M
3
+$436K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$234K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$108K

Sector Composition

1 Consumer Staples 4.95%
2 Technology 4.18%
3 Consumer Discretionary 1.74%
4 Healthcare 1.69%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.35K ﹤0.01%
46
352
$2.28K ﹤0.01%
+42
353
$2.21K ﹤0.01%
300
354
$2.16K ﹤0.01%
34
355
$2.14K ﹤0.01%
16
356
$1.94K ﹤0.01%
30
357
$1.89K ﹤0.01%
37
358
$1.79K ﹤0.01%
50
359
$1.74K ﹤0.01%
400
360
$1.72K ﹤0.01%
44
361
$1.7K ﹤0.01%
48
+1
362
$1.68K ﹤0.01%
10
363
$1.66K ﹤0.01%
220
364
$1.64K ﹤0.01%
126
365
$1.58K ﹤0.01%
48
366
$1.48K ﹤0.01%
125
367
$1.46K ﹤0.01%
13
368
$1.44K ﹤0.01%
117
369
$1.42K ﹤0.01%
41
+1
370
$1.34K ﹤0.01%
4
371
$1.32K ﹤0.01%
19
372
$1.24K ﹤0.01%
11
373
$1.16K ﹤0.01%
46
374
$947 ﹤0.01%
20
375
$940 ﹤0.01%
45
13 14
15
16 17