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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
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.28M
3
+$1.1M
4
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$1.1M
5
UFOX
Defiance Connective Technologies ETF
UFOX
+$990K

Top Sells

1
+$1.37M
2
+$1.36M
3
+$872K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$311K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$296K

Sector Composition

1 Technology 4.74%
2 Consumer Staples 3.56%
3 Financials 1.44%
4 Consumer Discretionary 1.28%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.19%
9,234
-672
27
$2.38M 1.18%
19,828
-2,264
28
$1.9M 0.95%
30,829
+17,386
29
$1.87M 0.93%
69,397
-9,683
30
$1.79M 0.89%
12,535
+4
31
$1.73M 0.86%
16,449
+11,499
32
$1.53M 0.76%
8,219
+2
33
$1.49M 0.74%
31,206
-465
34
$1.47M 0.73%
4,480
+7
35
$1.46M 0.73%
4,805
+14
36
$1.39M 0.69%
25,675
+46
37
$1.32M 0.66%
13,393
+64
38
$1.24M 0.62%
30,224
-253
39
$1.24M 0.62%
9,789
+278
40
$1.19M 0.59%
18,449
+236
41
$1.16M 0.58%
8,711
+19
42
$1.01M 0.5%
1,651
-91
43
$969K 0.48%
4,363
+1
44
$960K 0.48%
5,175
+7
45
$927K 0.46%
6,574
+6
46
$922K 0.46%
2,924
+5
47
$860K 0.43%
7,631
+48
48
$860K 0.43%
6,357
+6
49
$825K 0.41%
2,418
50
$811K 0.4%
9,806
+11
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