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FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.09M
3
+$977K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$571K
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$473K

Top Sells

1
+$1.09M
2
+$603K
3
+$583K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$504K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$494K

Sector Composition

1 Technology 4.08%
2 Consumer Staples 3.3%
3 Healthcare 1.5%
4 Financials 1.31%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
126
Pfizer
PFE
$149B
$121K 0.06%
4,318
+230
WFC icon
127
Wells Fargo
WFC
$256B
$121K 0.06%
1,515
+296
UNH icon
128
UnitedHealth
UNH
$371B
$120K 0.06%
442
+2
LQD icon
129
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
$117K 0.06%
1,075
+98
ITB icon
130
iShares US Home Construction ETF
ITB
$2.73B
$114K 0.06%
1,257
+2
BND icon
131
Vanguard Total Bond Market
BND
$157B
$112K 0.06%
1,526
+552
AEP icon
132
American Electric Power
AEP
$70.3B
$111K 0.06%
846
CGDV icon
133
Capital Group Dividend Value ETF
CGDV
$35.2B
$111K 0.06%
2,604
+600
IHF icon
134
iShares US Healthcare Providers ETF
IHF
$1B
$106K 0.05%
2,539
GE icon
135
GE Aerospace
GE
$350B
$105K 0.05%
372
+1
KO icon
136
Coca-Cola
KO
$355B
$102K 0.05%
1,338
+100
VDC icon
137
Vanguard Consumer Staples ETF
VDC
$8.04B
$99.2K 0.05%
442
+3
FNDC icon
138
Schwab Fundamental International Small Company Index ETF
FNDC
$3.06B
$96K 0.05%
2,072
VEU icon
139
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$95.5K 0.05%
1,271
+2
IYG icon
140
iShares US Financial Services ETF
IYG
$1.98B
$94.8K 0.05%
1,145
+1
BHC icon
141
Bausch Health
BHC
$1.89B
$93.9K 0.05%
17,394
COIN icon
142
Coinbase
COIN
$42.1B
$92K 0.05%
527
NLR icon
143
VanEck Uranium + Nuclear Energy ETF
NLR
$4.5B
$90.7K 0.05%
681
+72
VEA icon
144
Vanguard FTSE Developed Markets ETF
VEA
$230B
$90.3K 0.05%
1,410
+395
AMGN icon
145
Amgen
AMGN
$192B
$88.7K 0.04%
252
+20
IAU icon
146
iShares Gold Trust
IAU
$65.4B
$83.8K 0.04%
951
+76
XLRE icon
147
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.1B
$83.8K 0.04%
2,053
+8
A icon
148
Agilent Technologies
A
$36.7B
$80.4K 0.04%
705
MFC icon
149
Manulife Financial
MFC
$67.1B
$79.8K 0.04%
2,318
HD icon
150
Home Depot
HD
$327B
$78.5K 0.04%
239
4 5
6
7 8