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
126
$76.1K 0.06%
2,708
127
$75.9K 0.06%
1,775
128
$75.2K 0.05%
826
+2
129
$74.5K 0.05%
978
130
$74.1K 0.05%
459
131
$72.6K 0.05%
440
132
$71.5K 0.05%
1,152
133
$68.2K 0.05%
487
-117
134
$66.2K 0.05%
421
+1
135
$63.2K 0.05%
1,626
+19
136
$62K 0.05%
1,297
+2
137
$61.9K 0.05%
1,868
138
$61.9K 0.05%
1,157
+1,091
139
$61.5K 0.04%
758
+1
140
$60.5K 0.04%
910
141
$56.8K 0.04%
936
142
$55.7K 0.04%
1,234
143
$55.1K 0.04%
338
+1
144
$54.8K 0.04%
1,046
145
$54.6K 0.04%
226
+2
146
$52.6K 0.04%
820
-680
147
$52K 0.04%
669
+199
148
$51.1K 0.04%
673
149
$49.8K 0.04%
480
-480
150
$49.8K 0.04%
2,199
+6
4 5
6
7 8