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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.18%
2,018
-23
77
$271K 0.17%
3,006
78
$271K 0.17%
5,063
+21
79
$267K 0.17%
3,040
80
$255K 0.16%
822
+1
81
$255K 0.16%
6,213
-365
82
$254K 0.16%
5,140
83
$233K 0.15%
12,266
-927
84
$231K 0.15%
1,595
+6
85
$228K 0.15%
640
86
$227K 0.14%
3,925
-34
87
$223K 0.14%
4,236
-51
88
$218K 0.14%
4,583
+94
89
$216K 0.14%
2,147
+6
90
$213K 0.14%
822
-39
91
$213K 0.14%
4,203
+68
92
$200K 0.13%
1,901
+3
93
$200K 0.13%
1,756
94
$199K 0.13%
1,331
-28
95
$197K 0.13%
1,156
+8
96
$192K 0.12%
760
+2
97
$191K 0.12%
3,788
+22
98
$191K 0.12%
363
+1
99
$183K 0.12%
7,227
+69
100
$182K 0.12%
2,245
2 3
4
5 6