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
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.74%
2 Consumer Staples 3.56%
3 Financials 1.44%
4 Consumer Discretionary 1.28%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KEYS icon
151
Keysight
KEYS
$35.8B
$80.3K 0.04%
459
PLTR icon
152
Palantir
PLTR
$438B
$79.2K 0.04%
434
+384
IMCB icon
153
iShares Morningstar Mid-Cap ETF
IMCB
$1.39B
$77.7K 0.04%
936
WM icon
154
Waste Management
WM
$86.9B
$75.5K 0.04%
342
MFC icon
155
Manulife Financial
MFC
$59.7B
$72.2K 0.04%
2,318
BAC icon
156
Bank of America
BAC
$403B
$71.9K 0.04%
1,394
+5
BND icon
157
Vanguard Total Bond Market
BND
$144B
$71.5K 0.04%
961
+9
EZM icon
158
WisdomTree US MidCap Fund
EZM
$829M
$70.4K 0.04%
1,068
URA icon
159
Global X Uranium ETF
URA
$5.33B
$68.6K 0.03%
+1,439
NLR icon
160
VanEck Uranium + Nuclear Energy ETF
NLR
$3.61B
$66.7K 0.03%
492
+231
AMGN icon
161
Amgen
AMGN
$171B
$65.6K 0.03%
232
FTNT icon
162
Fortinet
FTNT
$61.1B
$63.9K 0.03%
760
IAU icon
163
iShares Gold Trust
IAU
$67.1B
$63.7K 0.03%
875
NFLX icon
164
Netflix
NFLX
$404B
$62.3K 0.03%
520
PNQI icon
165
Invesco NASDAQ Internet ETF
PNQI
$772M
$61.4K 0.03%
1,100
VEA icon
166
Vanguard FTSE Developed Markets ETF
VEA
$189B
$60.8K 0.03%
1,015
EPD icon
167
Enterprise Products Partners
EPD
$69.5B
$60.1K 0.03%
1,921
+32
SPG icon
168
Simon Property Group
SPG
$59.4B
$59.4K 0.03%
316
-1
MA icon
169
Mastercard
MA
$514B
$55.7K 0.03%
98
+1
GEV icon
170
GE Vernova
GEV
$182B
$54.8K 0.03%
89
HPE icon
171
Hewlett Packard
HPE
$31.5B
$54.4K 0.03%
2,216
+8
FMDE icon
172
Fidelity Enhanced Mid Cap ETF
FMDE
$4.46B
$54.3K 0.03%
1,503
+5
AMAT icon
173
Applied Materials
AMAT
$206B
$51.2K 0.03%
250
SJM icon
174
J.M. Smucker
SJM
$10.8B
$48.1K 0.02%
443
+1
PPA icon
175
Invesco Aerospace & Defense ETF
PPA
$6.67B
$45.9K 0.02%
296
+1