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
$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
Financial Select Sector SPDR Fund
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
26
$1.44M 0.91%
46,190
+28,699
27
$1.37M 0.87%
34,190
-71,390
28
$1.32M 0.84%
12,648
-271
29
$1.31M 0.83%
11,452
+485
30
$1.29M 0.82%
7,623
-102
31
$1.2M 0.76%
48,800
+11,029
32
$1.15M 0.73%
33,305
+6,887
33
$1.05M 0.67%
4,673
-264
34
$1.04M 0.66%
5,984
35
$994K 0.63%
4,189
+10
36
$980K 0.62%
19,221
-1,895
37
$978K 0.62%
5,595
+979
38
$974K 0.62%
18,555
+45
39
$949K 0.6%
8,753
+14
40
$818K 0.52%
5,691
+7
41
$810K 0.51%
13,560
-20,244
42
$803K 0.51%
5,124
+16
43
$782K 0.5%
1,790
+144
44
$742K 0.47%
6,852
-527
45
$682K 0.43%
6,821
-17
46
$670K 0.43%
3,053
47
$660K 0.42%
20,526
+199
48
$628K 0.4%
2,418
49
$628K 0.4%
5,966
+25
50
$615K 0.39%
26,701
+227
1
2
3 4 5