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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$851K
3
+$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1
+$376K
2
+$302K
3
+$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$742 ﹤0.01%
167
352
$693 ﹤0.01%
70
-1,788
353
$601 ﹤0.01%
55
354
$566 ﹤0.01%
31
355
$547 ﹤0.01%
15
356
$474 ﹤0.01%
126
357
$333 ﹤0.01%
11
358
$310 ﹤0.01%
3
359
$278 ﹤0.01%
30
360
$23 ﹤0.01%
1
361
– –
-300
362
– –
-1,747
363
– –
-100
11 12 13 14
15