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
51
$389K 0.26%
+1,941
52
$383K 0.26%
+8,199
53
$373K 0.25%
+2,783
54
$365K 0.25%
+1,830
55
$361K 0.24%
+4,786
56
$340K 0.23%
+2,220
57
$323K 0.22%
+6,296
58
$320K 0.22%
+2,956
59
$317K 0.21%
+3,771
60
$311K 0.21%
+7,586
61
$305K 0.21%
+2,749
62
$274K 0.18%
+3,003
63
$263K 0.18%
+3,033
64
$252K 0.17%
+8,426
65
$249K 0.17%
+6,377
66
$239K 0.16%
+3,968
67
$238K 0.16%
+4,964
68
$234K 0.16%
+8,855
69
$227K 0.15%
+619
70
$223K 0.15%
+11,216
71
$212K 0.14%
+5,984
72
$210K 0.14%
+2,369
73
$207K 0.14%
+4,012
74
$201K 0.14%
+4,254
75
$199K 0.13%
+2,120
1 2
3
4 5