FFL
Financial Freedom LLC Portfolio holdings
AUM
$186M
This Quarter Return
+6.03%
1 Year Return
+12.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(-7.7%)
Cap. Flow
-$18.2M
Cap. Flow
% of AUM
-13.28%
Top 10 Holdings %
Top 10 Hldgs %
48.87%
Holding
423
New
15
Increased
164
Reduced
43
Closed
20
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$3.86M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.6M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.97M |
| 4 |
Procter & Gamble
PG
|
$1.88M |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$766K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$26M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.06M |
| 3 |
Vanguard Total Bond Market
BND
|
$2M |
| 4 |
iShares US Industrials ETF
IYJ
|
$165K |
| 5 |
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% |
