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
101
$137K 0.1%
1,049
+11
102
$137K 0.1%
2,245
-610
103
$135K 0.1%
828
+7
104
$134K 0.1%
590
+1
105
$130K 0.09%
4,690
-2,240
106
$129K 0.09%
5,271
+2,307
107
$127K 0.09%
1,153
+3
108
$119K 0.09%
291
109
$112K 0.08%
653
+1
110
$111K 0.08%
376
+2
111
$110K 0.08%
1,723
+860
112
$107K 0.08%
260
+125
113
$106K 0.08%
1,513
+3
114
$105K 0.08%
461
+2
115
$99.8K 0.07%
960
-1,409
116
$99.1K 0.07%
+2,768
117
$97K 0.07%
702
+1
118
$96K 0.07%
2,641
119
$94.7K 0.07%
864
+6
120
$93.7K 0.07%
403
+1
121
$86.2K 0.06%
3,307
+1,630
122
$86K 0.06%
1,223
+2
123
$85.2K 0.06%
440
+2
124
$79.1K 0.06%
1,039
+4
125
$79.1K 0.06%
2,917
3 4
5
6 7