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
$143M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$390K
3
+$368K
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$307K
5
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$307K

Top Sells

1
+$3.6M
2
+$1.53M
3
+$436K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$234K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$108K

Sector Composition

1 Consumer Staples 4.95%
2 Technology 4.18%
3 Consumer Discretionary 1.74%
4 Healthcare 1.69%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.17%
5,000
-1,128
77
$236K 0.17%
5,019
+27
78
$232K 0.16%
821
+1
79
$232K 0.16%
3,057
80
$226K 0.16%
1,895
+3
81
$224K 0.16%
4,278
+15
82
$221K 0.16%
3,946
-17
83
$218K 0.15%
640
84
$209K 0.15%
2,876
+21
85
$205K 0.14%
1,141
+7
86
$204K 0.14%
4,148
+34
87
$203K 0.14%
2,134
+7
88
$202K 0.14%
860
+1
89
$197K 0.14%
793
+2
90
$195K 0.14%
3,765
+24
91
$192K 0.13%
1,353
+7
92
$188K 0.13%
1,756
93
$188K 0.13%
1,582
+6
94
$179K 0.13%
22,394
95
$179K 0.13%
7,377
+2,106
96
$174K 0.12%
362
+1
97
$173K 0.12%
4,100
-590
98
$170K 0.12%
492
99
$167K 0.12%
900
+6
100
$166K 0.12%
361
+2
2 3
4
5 6