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FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.09M
3
+$977K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$571K
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$473K

Top Sells

1
+$1.09M
2
+$603K
3
+$583K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$504K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$494K

Sector Composition

1 Technology 4.08%
2 Consumer Staples 3.3%
3 Healthcare 1.5%
4 Financials 1.31%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBTC icon
376
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$3.37K ﹤0.01%
57
CARR icon
377
Carrier Global
CARR
$58.1B
$3.21K ﹤0.01%
57
GIS icon
378
General Mills
GIS
$18.4B
$3.14K ﹤0.01%
+84
SYSB
379
iShares Systematic Bond ETF
SYSB
$1.12B
$2.94K ﹤0.01%
+33
NWL icon
380
Newell Brands
NWL
$2.09B
$2.9K ﹤0.01%
847
PAGP icon
381
Plains GP Holdings
PAGP
$4.82B
$2.9K ﹤0.01%
+119
WBD icon
382
Warner Bros
WBD
$67.6B
$2.77K ﹤0.01%
101
IFRA icon
383
iShares US Infrastructure ETF
IFRA
$4.22B
$2.65K ﹤0.01%
46
GOVT icon
384
iShares US Treasury Bond ETF
GOVT
$42.6B
$2.63K ﹤0.01%
+115
BP icon
385
BP
BP
$110B
$2.61K ﹤0.01%
56
+1
XLU icon
386
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$2.57K ﹤0.01%
56
IFGL icon
387
iShares International Developed Real Estate ETF
IFGL
$85M
$2.42K ﹤0.01%
+108
SUSL icon
388
iShares ESG MSCI USA Leaders ETF
SUSL
$1.12B
$2.39K ﹤0.01%
21
VOOG icon
389
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$2.35K ﹤0.01%
+36
ICVT icon
390
iShares Convertible Bond ETF
ICVT
$7.06B
$2.24K ﹤0.01%
+22
OTIS icon
391
Otis Worldwide
OTIS
$27.1B
$2.19K ﹤0.01%
28
ITA icon
392
iShares US Aerospace & Defense ETF
ITA
$14.1B
$2.19K ﹤0.01%
+10
SOLV icon
393
Solventum
SOLV
$13.7B
$2.09K ﹤0.01%
32
-2
WAT icon
394
Waters Corp
WAT
$34.9B
$2.08K ﹤0.01%
+7
SPYD icon
395
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.5B
$2.02K ﹤0.01%
44
FSTA icon
396
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$1.99K ﹤0.01%
+38
FLGB icon
397
Franklin FTSE United Kingdom ETF
FLGB
$879M
$1.98K ﹤0.01%
+57
BB icon
398
BlackBerry
BB
$5.39B
$1.94K ﹤0.01%
600
USHY icon
399
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.1B
$1.84K ﹤0.01%
+50
FHLC icon
400
Fidelity MSCI Health Care Index ETF
FHLC
$3.07B
$1.83K ﹤0.01%
+26
14 15
16
17 18