FFL

Financial Freedom LLC Portfolio holdings

AUM $186M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.3M
3
+$10.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.47%
2 Technology 3.08%
3 Healthcare 1.67%
4 Consumer Discretionary 1.57%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$923K 0.62%
+11,187
27
$911K 0.61%
+16,811
28
$894K 0.6%
+5,063
29
$851K 0.57%
+32,860
30
$816K 0.55%
+7,396
31
$787K 0.53%
+29,699
32
$687K 0.46%
+13,891
33
$674K 0.45%
+3,527
34
$619K 0.42%
+4,945
35
$616K 0.41%
+25,820
36
$613K 0.41%
+3,411
37
$600K 0.4%
+2,418
38
$586K 0.39%
+5,688
39
$578K 0.39%
+1,645
40
$569K 0.38%
+3,402
41
$553K 0.37%
+7,040
42
$547K 0.37%
+4,047
43
$536K 0.36%
+5,670
44
$528K 0.35%
+9,860
45
$520K 0.35%
+2,846
46
$496K 0.33%
+5,718
47
$488K 0.33%
+5,152
48
$474K 0.32%
+4,490
49
$417K 0.28%
+2,451
50
$390K 0.26%
+4,204
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