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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.18K ﹤0.01%
50
352
$1.17K ﹤0.01%
117
353
$1.11K ﹤0.01%
149
-5
354
$1.08K ﹤0.01%
16
355
$946 ﹤0.01%
7
356
$867 ﹤0.01%
20
357
$845 ﹤0.01%
126
358
$770 ﹤0.01%
10
359
$767 ﹤0.01%
16
360
$655 ﹤0.01%
20
361
$627 ﹤0.01%
166
+1
362
$510 ﹤0.01%
31
363
$508 ﹤0.01%
400
364
$506 ﹤0.01%
11
365
$483 ﹤0.01%
11
366
$387 ﹤0.01%
15
367
$356 ﹤0.01%
30
368
$339 ﹤0.01%
3
369
$175 ﹤0.01%
55
370
$128 ﹤0.01%
8
371
$24 ﹤0.01%
1
372
$20 ﹤0.01%
1
373
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374
– –
-118
375
– –
-147
12 13 14
15
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