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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.3M
3
+$10.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.47%
2 Technology 3.08%
3 Healthcare 1.67%
4 Consumer Discretionary 1.57%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$824 ﹤0.01%
+48
377
$786 ﹤0.01%
+32
378
$763 ﹤0.01%
+7
379
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+5
380
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+161
381
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382
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+4
383
$716 ﹤0.01%
+41
384
$683 ﹤0.01%
+10
385
$661 ﹤0.01%
+50
386
$643 ﹤0.01%
+5
387
$595 ﹤0.01%
+10
388
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389
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390
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397
$331 ﹤0.01%
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398
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+11
399
$279 ﹤0.01%
+11
400
$272 ﹤0.01%
+3
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