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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.3M
3
+$10.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.47%
2 Technology 3.08%
3 Healthcare 1.67%
4 Consumer Discretionary 1.57%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$133K 0.09%
+2,397
102
$126K 0.08%
+589
103
$124K 0.08%
+1,150
104
$122K 0.08%
+652
105
$118K 0.08%
+374
106
$115K 0.08%
+927
107
$111K 0.07%
+291
108
$110K 0.07%
+459
109
$105K 0.07%
+701
110
$102K 0.07%
+2,187
111
$102K 0.07%
+1,510
112
$101K 0.07%
+6,930
113
$98.3K 0.07%
+402
114
$94.1K 0.06%
+3,102
115
$91.6K 0.06%
+902
116
$90.5K 0.06%
+858
117
$87.2K 0.06%
+2,641
118
$84.7K 0.06%
+960
119
$84K 0.06%
+438
120
$83.6K 0.06%
+1,500
121
$81.1K 0.05%
+978
122
$80.3K 0.05%
+604
123
$78.5K 0.05%
+459
124
$78.3K 0.05%
+824
125
$76.8K 0.05%
+1,035
3 4
5
6 7