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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$98.3K 0.06%
408
+2
127
$98.1K 0.06%
705
+1
128
$96K 0.06%
1,783
+5
129
$93.2K 0.06%
3,433
+101
130
$92.7K 0.06%
830
131
$89.5K 0.06%
2,917
132
$86.5K 0.06%
1,039
133
$82.4K 0.05%
440
134
$80.6K 0.05%
422
-21
135
$78.4K 0.05%
1,298
136
$75.4K 0.05%
889
137
$73K 0.05%
459
138
$69.2K 0.04%
1,175
+17
139
$67.7K 0.04%
833
+2
140
$67.1K 0.04%
1,925
+43
141
$67.1K 0.04%
1,195
+18
142
$67.1K 0.04%
480
143
$66.7K 0.04%
232
+2
144
$66.5K 0.04%
903
-1,997
145
$62.8K 0.04%
936
146
$61K 0.04%
763
+1
147
$60.8K 0.04%
339
148
$59.8K 0.04%
2,099
+356
149
$58.4K 0.04%
+2,204
150
$55.8K 0.04%
2,692
4 5
6
7 8