FFL
Financial Freedom LLC Portfolio holdings
AUM
$186M
1-Year Return
12.25%
This Quarter Return
-2.5%
1 Year Return
+12.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
-$15.5M
(-8.2%)
Cap. Flow
-$9.65M
Cap. Flow
% of AUM
-5.54%
Top 10 Holdings %
Top 10 Hldgs %
44.6%
Holding
371
New
11
Increased
129
Reduced
62
Closed
7
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
+$2.46M |
| 2 |
iShares Expanded Tech Sector ETF
IGM
|
+$1.86M |
| 3 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$593K |
| 4 |
iShares Emerging Markets Equity Factor ETF
EMGF
|
+$553K |
| 5 |
Vanguard US Momentum Factor ETF
VFMO
|
+$531K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 4.5% |
| 2 | Technology | 3.97% |
| 3 | Consumer Discretionary | 1.42% |
| 4 | Financials | 1.41% |
| 5 | Healthcare | 1.41% |
