FFL
Financial Freedom LLC Portfolio holdings
AUM
$186M
This Quarter Return
+1.46%
1 Year Return
+12.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+4.3%)
Cap. Flow
+$6.69M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
45.44%
Holding
377
New
13
Increased
146
Reduced
45
Closed
5
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$2.49M |
| 2 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$1.45M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$1.43M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$1.24M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$1.11M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 4.32% |
| 2 | Technology | 4.25% |
| 3 | Healthcare | 1.43% |
| 4 | Financials | 1.39% |
| 5 | Consumer Discretionary | 1.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
iShares Global Materials ETF
MXI
$224M
| – | – |
-426
| Closed | -$38.1K |
|
377
SPDR S&P Telecom ETF
XTL
$144M
| – | – |
-765
| Closed | -$56.8K |
|