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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$543K
3
+$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1
+$1.04M
2
+$741K
3
+$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$112K 0.07%
214
+1
127
$104K 0.06%
2,296
-338
128
$103K 0.06%
705
129
$101K 0.06%
1,784
+1
130
$100K 0.06%
440
131
$98.1K 0.06%
901
+7
132
$95.3K 0.06%
3,433
133
$86.5K 0.05%
424
+2
134
$86.2K 0.05%
1,039
135
$83.3K 0.05%
1,300
+2
136
$82.3K 0.05%
620
-210
137
$79.9K 0.05%
889
138
$72.4K 0.04%
480
139
$72.4K 0.04%
340
+1
140
$71.9K 0.04%
835
+2
141
$71.9K 0.04%
1,175
142
$71.8K 0.04%
459
143
$70.3K 0.04%
1,199
+4
144
$68.3K 0.04%
1,925
145
$68.2K 0.04%
936
146
$66.8K 0.04%
2,099
147
$66.5K 0.04%
475
148
$66.4K 0.04%
233
+1
149
$66K 0.04%
909
+6
150
$63.8K 0.04%
555
4 5
6
7 8