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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$851K
3
+$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1
+$376K
2
+$302K
3
+$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$106K 0.06%
4,013
-167
127
$106K 0.06%
803
-581
128
$104K 0.06%
3,597
+137
129
$99.8K 0.05%
934
+13
130
$96.9K 0.05%
1,300
131
$95K 0.05%
569
132
$94.8K 0.05%
705
133
$92.8K 0.05%
239
-77
134
$91.1K 0.05%
431
+5
135
$90.6K 0.05%
1,039
136
$84.8K 0.04%
2,086
-9,247
137
$84.6K 0.04%
1,204
+4
138
$82.4K 0.04%
889
139
$81.1K 0.04%
742
+1
140
$81K 0.04%
1,986
-313
141
$79.8K 0.04%
1,635
-1,433
142
$77.6K 0.04%
842
+2
143
$75.2K 0.04%
1,208
+16
144
$73.7K 0.04%
459
145
$73.5K 0.04%
183
146
$71.8K 0.04%
760
147
$71.3K 0.04%
936
148
$71.2K 0.04%
2,318
149
$70.8K 0.04%
1,233
+20
150
$68.8K 0.04%
341
+1
4 5
6
7 8