We are live on ! Find out more
FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.74M
3
+$1.45M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$430K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$322K

Top Sells

1
+$1.3M
2
+$1.08M
3
+$964K
4
IYG icon
iShares US Financial Services ETF
IYG
+$172K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$161K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-45
402
– –
-143
403
– –
-60
404
– –
-5
405
– –
-20
406
– –
-48
407
– –
-429
408
– –
-7
409
– –
-50
410
– –
-182
411
– –
-3
412
– –
-100
413
– –
-3
414
– –
-80
13 14 15 16
17