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
51
$603K 0.38%
2,737
-117
52
$601K 0.38%
4,808
-137
53
$580K 0.37%
3,999
+20
54
$568K 0.36%
5,727
+9
55
$559K 0.36%
6,321
-747
56
$496K 0.32%
5,618
-261
57
$496K 0.32%
8,660
+3
58
$467K 0.3%
2,747
+11
59
$459K 0.29%
1,897
-70
60
$455K 0.29%
12,702
61
$443K 0.28%
8,811
+13
62
$416K 0.26%
2,190
-133
63
$413K 0.26%
9,529
+47
64
$412K 0.26%
3,996
+513
65
$409K 0.26%
4,352
+53
66
$408K 0.26%
4,777
+30
67
$408K 0.26%
1,833
+1
68
$389K 0.25%
1,100
69
$381K 0.24%
3,979
+2
70
$380K 0.24%
7,803
+19
71
$352K 0.22%
3,151
-47
72
$332K 0.21%
3,740
+1,271
73
$293K 0.19%
503
-87
74
$293K 0.19%
1,926
-320
75
$292K 0.19%
2,678
-95
1 2
3
4 5