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
101
$174K 0.11%
909
102
$166K 0.11%
5,772
-752
103
$166K 0.11%
366
+2
104
$162K 0.1%
3,572
+3
105
$154K 0.1%
906
106
$153K 0.1%
935
-129
107
$150K 0.1%
593
+2
108
$146K 0.09%
1,163
+7
109
$143K 0.09%
492
110
$140K 0.09%
17,394
111
$139K 0.09%
292
112
$135K 0.09%
960
113
$134K 0.09%
2,634
+1,005
114
$130K 0.08%
2,023
-371
115
$130K 0.08%
376
116
$130K 0.08%
2,818
-200
117
$127K 0.08%
849
+6
118
$125K 0.08%
1,228
+3
119
$123K 0.08%
1,467
+10
120
$123K 0.08%
415
-49
121
$120K 0.08%
2,868
+75
122
$118K 0.08%
1,520
+6
123
$103K 0.07%
541
-113
124
$102K 0.06%
213
+1
125
$99K 0.06%
894
+13
3 4
5
6 7