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
126
$75.3K 0.05%
+2,917
127
$75.2K 0.05%
+2,406
128
$74.6K 0.05%
+2,964
129
$74K 0.05%
+1,221
130
$73.3K 0.05%
+1,152
131
$68.7K 0.05%
+1,775
132
$66.5K 0.04%
+420
133
$65K 0.04%
+440
134
$64.7K 0.04%
+2,157
135
$63.3K 0.04%
+1,607
136
$63K 0.04%
+2,510
137
$61.7K 0.04%
+757
138
$58.7K 0.04%
+224
139
$58.4K 0.04%
+1,868
140
$57K 0.04%
+1,295
141
$54.9K 0.04%
+936
142
$52.9K 0.04%
+337
143
$52.4K 0.04%
+425
144
$52.2K 0.04%
+4,487
145
$52K 0.03%
+3,042
146
$52K 0.03%
+135
147
$51.8K 0.03%
+1,234
148
$50.6K 0.03%
+863
149
$50.2K 0.03%
+2,708
150
$49.7K 0.03%
+1,046
4 5
6
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