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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
51
$810K 0.4%
8,969
-37
52
$807K 0.4%
14,271
-9
53
$755K 0.38%
6,289
+237
54
$750K 0.37%
2,530
+2
55
$730K 0.36%
9,522
+8,875
56
$697K 0.35%
28,183
+225
57
$564K 0.28%
7,010
-1,220
58
$558K 0.28%
1,874
+1
59
$555K 0.28%
11,080
-27,867
60
$551K 0.27%
7,213
-48
61
$539K 0.27%
1,916
+2
62
$536K 0.27%
8,267
+922
63
$534K 0.27%
1,819
64
$513K 0.26%
3,522
65
$492K 0.25%
670
+1
66
$489K 0.24%
1,417
+524
67
$486K 0.24%
10,502
+8,500
68
$473K 0.24%
620
-41
69
$472K 0.24%
2,306
70
$459K 0.23%
2,091
71
$459K 0.23%
6,997
+1
72
$448K 0.22%
1,781
73
$443K 0.22%
3,994
+2
74
$416K 0.21%
4,037
+5
75
$413K 0.21%
3,741
1 2
3
4 5