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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$792 ﹤0.01%
161
377
$786 ﹤0.01%
20
378
$740 ﹤0.01%
35
379
$740 ﹤0.01%
12
380
$738 ﹤0.01%
41
381
$702 ﹤0.01%
15
382
$701 ﹤0.01%
10
383
$631 ﹤0.01%
5
384
$617 ﹤0.01%
11
385
$614 ﹤0.01%
4
386
$605 ﹤0.01%
30
-14
387
$568 ﹤0.01%
7
388
$559 ﹤0.01%
16
389
$517 ﹤0.01%
7
390
$442 ﹤0.01%
3
391
$384 ﹤0.01%
11
392
$362 ﹤0.01%
4
393
$344 ﹤0.01%
70
394
$314 ﹤0.01%
3
395
$313 ﹤0.01%
11
396
$284 ﹤0.01%
3
397
$266 ﹤0.01%
15
398
$132 ﹤0.01%
8
399
$115 ﹤0.01%
72
400
$69 ﹤0.01%
55
13 14 15
16
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