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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$89.9K 0.06%
881
+9
127
$89.9K 0.06%
1,629
-94
128
$87.4K 0.06%
3,332
129
$84.8K 0.06%
406
+2
130
$80.9K 0.06%
443
+3
131
$80.8K 0.06%
1,778
+1
132
$78.7K 0.06%
704
+1
133
$75.2K 0.05%
1,039
134
$68.7K 0.05%
830
+10
135
$67.4K 0.05%
+889
136
$67K 0.05%
1,298
+1
137
$65.6K 0.05%
440
138
$64.8K 0.05%
1,158
-2
139
$62.8K 0.04%
480
140
$62.5K 0.04%
831
+3
141
$61.8K 0.04%
230
+2
142
$61K 0.04%
1,177
+7
143
$60.7K 0.04%
459
144
$60.5K 0.04%
1,882
145
$55.9K 0.04%
936
146
$55.2K 0.04%
2,708
147
$54.1K 0.04%
1,670
+24
148
$54.1K 0.04%
762
+2
149
$52K 0.04%
423
+1
150
$52K 0.04%
1,046
4 5
6
7 8