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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-258
377
– –
-105
378
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-97
379
– –
-53
380
– –
-70
381
– –
-7
12 13 14 15
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