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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.16%
3,963
-49
77
$213K 0.16%
621
+2
78
$211K 0.15%
1,134
-18
79
$211K 0.15%
2,855
-27,142
80
$209K 0.15%
4,263
+9
81
$205K 0.15%
820
82
$205K 0.15%
3,057
83
$201K 0.15%
1,576
+6
84
$201K 0.15%
4,114
+1,927
85
$201K 0.15%
2,127
+7
86
$198K 0.14%
640
87
$196K 0.14%
3,741
+23
88
$186K 0.14%
1,346
+143
89
$181K 0.13%
22,394
-8,424
90
$181K 0.13%
791
+4
91
$178K 0.13%
1,756
92
$176K 0.13%
1,892
+3
93
$176K 0.13%
859
+1
94
$171K 0.12%
361
+1
95
$170K 0.12%
359
+3
96
$167K 0.12%
909
97
$163K 0.12%
894
+10
98
$155K 0.11%
492
99
$146K 0.11%
2,397
100
$141K 0.1%
1,438
+8
2 3
4
5 6