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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
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.09M
3
+$977K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$571K
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$473K

Top Sells

1
+$1.09M
2
+$603K
3
+$583K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$504K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$494K

Sector Composition

1 Technology 4.08%
2 Consumer Staples 3.3%
3 Healthcare 1.5%
4 Financials 1.31%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIQ icon
76
Global X Artificial Intelligence & Technology ETF
AIQ
$10.5B
$385K 0.19%
8,256
+3
VIOO icon
77
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.02B
$385K 0.19%
3,355
BRK.B icon
78
Berkshire Hathaway Class B
BRK.B
$1.06T
$360K 0.18%
752
+45
FNDE icon
79
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.53B
$335K 0.17%
8,763
-1,128
SPMO icon
80
Invesco S&P 500 Momentum ETF
SPMO
$20.3B
$335K 0.17%
2,985
+1,031
VPU
81
Vanguard Utilities ETF
VPU
$8.56B
$335K 0.17%
1,689
MRK icon
82
Merck
MRK
$294B
$332K 0.17%
2,759
+6
META icon
83
Meta Platforms (Facebook)
META
$1.44T
$328K 0.16%
574
+5
CSCO icon
84
Cisco
CSCO
$477B
$327K 0.16%
4,216
+11
VUG icon
85
Vanguard Growth ETF
VUG
$221B
$318K 0.16%
4,374
+6
EMGF icon
86
iShares Emerging Markets Equity Factor ETF
EMGF
$1.91B
$307K 0.15%
5,088
-8,071
VNQ icon
87
Vanguard Real Estate ETF
VNQ
$38.1B
$304K 0.15%
3,424
-38
ORCL icon
88
Oracle
ORCL
$530B
$300K 0.15%
2,039
+728
RTX icon
89
RTX Corp
RTX
$247B
$299K 0.15%
1,548
+61
IEMG icon
90
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$290K 0.14%
4,154
+217
DIS icon
91
Walt Disney
DIS
$174B
$288K 0.14%
2,986
+175
XLI icon
92
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$284K 0.14%
1,756
FDX icon
93
FedEx
FDX
$80.7B
$279K 0.14%
782
+2
ONEY icon
94
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$815M
$265K 0.13%
2,209
+6
VYM icon
95
Vanguard High Dividend Yield ETF
VYM
$79.4B
$264K 0.13%
1,780
+6
GOOG icon
96
Alphabet (Google) Class C
GOOG
$4.37T
$260K 0.13%
907
+122
GOOGL icon
97
Alphabet (Google) Class A
GOOGL
$4.39T
$249K 0.12%
867
+130
TXN icon
98
Texas Instruments
TXN
$274B
$241K 0.12%
1,239
+28
CAT icon
99
Caterpillar
CAT
$419B
$237K 0.12%
335
LMT icon
100
Lockheed Martin
LMT
$125B
$235K 0.12%
389
+3
2 3
4
5 6