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
$143M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$390K
3
+$368K
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$307K
5
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$307K

Top Sells

1
+$3.6M
2
+$1.53M
3
+$436K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$234K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$108K

Sector Composition

1 Consumer Staples 4.95%
2 Technology 4.18%
3 Consumer Discretionary 1.74%
4 Healthcare 1.69%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$84.5K 0.06%
703
+1
127
$80.7K 0.06%
1,777
+2
128
$80.2K 0.06%
1,039
129
$79.2K 0.06%
2,708
130
$76.9K 0.05%
459
131
$76.6K 0.05%
440
132
$71.5K 0.05%
820
133
$69.9K 0.05%
1,160
+8
134
$69.7K 0.05%
828
+2
135
$68.8K 0.05%
910
136
$65.6K 0.05%
1,297
137
$63.7K 0.04%
1,170
+13
138
$62.5K 0.04%
1,882
+14
139
$62.3K 0.04%
422
+1
140
$61.2K 0.04%
1,646
+20
141
$59.2K 0.04%
936
142
$59K 0.04%
760
+2
143
$58.7K 0.04%
338
144
$57.5K 0.04%
480
145
$57K 0.04%
1,234
146
$55.1K 0.04%
1,046
147
$52.3K 0.04%
2,211
+12
148
$51.9K 0.04%
555
149
$50.6K 0.04%
228
+2
150
$50.4K 0.04%
183
4 5
6
7 8