FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$117K 0.07%
214
127
$116K 0.07%
4,146
-1,661
128
$110K 0.06%
542
+1
129
$109K 0.06%
316
130
$102K 0.06%
440
131
$102K 0.06%
3,433
132
$101K 0.06%
1,784
133
$99.7K 0.06%
620
134
$97.6K 0.06%
911
+10
135
$91.4K 0.05%
705
136
$90.3K 0.05%
568
+93
137
$89.1K 0.05%
2,296
138
$86K 0.05%
424
139
$84.1K 0.05%
1,300
140
$81.4K 0.05%
1,039
141
$77K 0.04%
889
142
$75.3K 0.04%
1,184
+9
143
$73.5K 0.04%
838
+3
144
$73.5K 0.04%
235
+2
145
$72.5K 0.04%
340
146
$71K 0.04%
1,195
+618
147
$70.9K 0.04%
1,209
+10
148
$67.9K 0.04%
2,692
149
$66.9K 0.04%
1,925
150
$66.7K 0.04%
183
4 5
6
7 8