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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.36%
2,684
-20
52
$586K 0.33%
2,897
+144
53
$553K 0.31%
5,632
54
$549K 0.31%
1,089
-11
55
$544K 0.31%
601
+57
56
$509K 0.29%
6,088
-241
57
$506K 0.29%
12,103
+21
58
$472K 0.27%
12,291
-3,159
59
$471K 0.27%
1,500
60
$470K 0.27%
4,975
+188
61
$470K 0.27%
1,901
-1,970
62
$468K 0.27%
1,871
-27
63
$462K 0.26%
2,080
64
$453K 0.26%
8,227
65
$449K 0.26%
7,747
+2,021
66
$436K 0.25%
2,258
+332
67
$422K 0.24%
2,191
68
$406K 0.23%
4,422
+42
69
$405K 0.23%
1,835
+1
70
$403K 0.23%
3,983
+2
71
$402K 0.23%
7,840
+21
72
$391K 0.22%
4,016
+11
73
$377K 0.21%
8,144
-1,404
74
$334K 0.19%
2,694
+8
75
$319K 0.18%
1,603
+3
1 2
3
4 5