FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$729K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$825K
3 +$634K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$538K
5
VDE icon
Vanguard Energy ETF
VDE
+$388K

Sector Composition

1 Technology 4.43%
2 Consumer Staples 3.2%
3 Healthcare 1.36%
4 Financials 1.34%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BHC icon
126
Bausch Health
BHC
$1.84B
$121K 0.06%
17,394
ITB icon
127
iShares US Home Construction ETF
ITB
$2.4B
$121K 0.06%
1,255
+2
COIN icon
128
Coinbase
COIN
$51.6B
$119K 0.06%
527
INTC icon
129
Intel
INTC
$229B
$116K 0.06%
3,153
GE icon
130
GE Aerospace
GE
$314B
$114K 0.06%
371
WFC icon
131
Wells Fargo
WFC
$229B
$114K 0.06%
1,219
+4
MBB icon
132
iShares MBS ETF
MBB
$38.9B
$111K 0.05%
1,162
+17
LRCX icon
133
Lam Research
LRCX
$265B
$110K 0.05%
640
+1
LQD icon
134
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.5B
$108K 0.05%
977
+14
IYG icon
135
iShares US Financial Services ETF
IYG
$1.86B
$106K 0.05%
1,144
+3
HACK icon
136
Amplify Cybersecurity ETF
HACK
$1.97B
$105K 0.05%
1,301
PFE icon
137
Pfizer
PFE
$151B
$102K 0.05%
4,088
+34
AEP icon
138
American Electric Power
AEP
$72.3B
$97.5K 0.05%
846
A icon
139
Agilent Technologies
A
$31.5B
$96K 0.05%
705
VEU icon
140
Vanguard FTSE All-World ex-US ETF
VEU
$58.1B
$93.4K 0.05%
1,269
+21
KEYS icon
141
Keysight
KEYS
$48.1B
$93.3K 0.05%
459
VDC icon
142
Vanguard Consumer Staples ETF
VDC
$7.96B
$92.8K 0.05%
439
+2
FNDC icon
143
Schwab Fundamental International Small Company Index ETF
FNDC
$3.09B
$92.3K 0.05%
2,072
+69
IETC icon
144
iShares US Tech Independence Focused ETF
IETC
$753M
$89.6K 0.04%
882
CGDV icon
145
Capital Group Dividend Value ETF
CGDV
$29.3B
$87.5K 0.04%
+2,004
IWF icon
146
iShares Russell 1000 Growth ETF
IWF
$113B
$86.6K 0.04%
183
KO icon
147
Coca-Cola
KO
$333B
$86.5K 0.04%
1,238
+14
FENI icon
148
Fidelity Enhanced International ETF
FENI
$7.78B
$85.8K 0.04%
2,344
+23
MFC icon
149
Manulife Financial
MFC
$56B
$84.1K 0.04%
2,318
XLRE icon
150
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.46B
$82.5K 0.04%
2,045
+14