FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$729K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$825K
3 +$634K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$538K
5
VDE icon
Vanguard Energy ETF
VDE
+$388K

Sector Composition

1 Technology 4.43%
2 Consumer Staples 3.2%
3 Healthcare 1.36%
4 Financials 1.34%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HD icon
151
Home Depot
HD
$338B
$82.1K 0.04%
239
PLTR icon
152
Palantir
PLTR
$361B
$77.1K 0.04%
434
BAC icon
153
Bank of America
BAC
$335B
$76.8K 0.04%
1,397
+3
AMGN icon
154
Amgen
AMGN
$197B
$76.1K 0.04%
232
NLR icon
155
VanEck Uranium + Nuclear Energy ETF
NLR
$4.62B
$75.6K 0.04%
609
+117
BND icon
156
Vanguard Total Bond Market
BND
$151B
$72.1K 0.04%
974
+13
EZM icon
157
WisdomTree US MidCap Fund
EZM
$819M
$71.4K 0.04%
1,069
+1
IAU icon
158
iShares Gold Trust
IAU
$80.4B
$71K 0.04%
875
VEA icon
159
Vanguard FTSE Developed Markets ETF
VEA
$202B
$63.4K 0.03%
1,015
EPD icon
160
Enterprise Products Partners
EPD
$80B
$62.7K 0.03%
1,954
+33
URA icon
161
Global X Uranium ETF
URA
$6.88B
$61.5K 0.03%
1,439
FTNT icon
162
Fortinet
FTNT
$61.7B
$60.4K 0.03%
760
PNQI icon
163
Invesco NASDAQ Internet ETF
PNQI
$559M
$59.3K 0.03%
1,100
SPG icon
164
Simon Property Group
SPG
$60.7B
$58.6K 0.03%
316
GEV icon
165
GE Vernova
GEV
$217B
$58.3K 0.03%
89
MA icon
166
Mastercard
MA
$444B
$55.9K 0.03%
98
AKRE
167
Akre Focus ETF
AKRE
$6.94B
$54.6K 0.03%
+833
HPE icon
168
Hewlett Packard
HPE
$28.7B
$53.2K 0.03%
2,216
AVEM icon
169
Avantis Emerging Markets Equity ETF
AVEM
$20B
$50.4K 0.03%
+655
NFLX icon
170
Netflix
NFLX
$402B
$48.8K 0.02%
520
TTE icon
171
TotalEnergies
TTE
$176B
$47K 0.02%
718
PPA icon
172
Invesco Aerospace & Defense ETF
PPA
$7.95B
$46.3K 0.02%
296
EFA icon
173
iShares MSCI EAFE ETF
EFA
$71.1B
$45.4K 0.02%
473
+8
FMDE icon
174
Fidelity Enhanced Mid Cap ETF
FMDE
$5.17B
$44.1K 0.02%
1,212
-291
SJM icon
175
J.M. Smucker
SJM
$11.3B
$43.3K 0.02%
443