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FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.09M
3
+$977K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$571K
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$473K

Top Sells

1
+$1.09M
2
+$603K
3
+$583K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$504K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$494K

Sector Composition

1 Technology 4.08%
2 Consumer Staples 3.3%
3 Healthcare 1.5%
4 Financials 1.31%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
151
iShares Russell 1000 Growth ETF
IWF
$126B
$78K 0.04%
732
GEV icon
152
GE Vernova
GEV
$253B
$77.9K 0.04%
89
EPD icon
153
Enterprise Products Partners
EPD
$80.6B
$75.1K 0.04%
1,984
+30
EZM icon
154
WisdomTree US MidCap Fund
EZM
$922M
$71.9K 0.04%
1,069
URA icon
155
Global X Uranium ETF
URA
$6.32B
$71.1K 0.04%
1,467
+28
BAC icon
156
Bank of America
BAC
$398B
$68.3K 0.03%
1,401
+4
MA icon
157
Mastercard
MA
$433B
$66.4K 0.03%
133
+35
TTE icon
158
TotalEnergies
TTE
$196B
$65.3K 0.03%
718
PLTR icon
159
Palantir
PLTR
$307B
$63.5K 0.03%
434
FTNT icon
160
Fortinet
FTNT
$107B
$62.1K 0.03%
760
DRIV icon
161
Global X Autonomous & Electric Vehicles ETF
DRIV
$458M
$61.6K 0.03%
2,019
-4,398
SPG icon
162
Simon Property Group
SPG
$71B
$59K 0.03%
316
IETC icon
163
iShares US Tech Independence Focused ETF
IETC
$769M
$55.6K 0.03%
629
-253
AVEM icon
164
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
$52.8K 0.03%
655
HPE icon
165
Hewlett Packard
HPE
$63.8B
$52.8K 0.03%
2,216
NFLX icon
166
Netflix
NFLX
$338B
$50K 0.02%
520
PNQI icon
167
Invesco NASDAQ Internet ETF
PNQI
$510M
$49.2K 0.02%
1,100
PPA icon
168
Invesco Aerospace & Defense ETF
PPA
$8.18B
$49K 0.02%
296
ET icon
169
Energy Transfer Partners
ET
$65.6B
$46.6K 0.02%
2,416
EFA icon
170
iShares MSCI EAFE ETF
EFA
$77.5B
$45.9K 0.02%
473
KMI icon
171
Kinder Morgan
KMI
$71.1B
$45.9K 0.02%
1,368
+12
SCHW
172
Charles Schwab
SCHW
$158B
$45.6K 0.02%
+485
IUSB icon
173
iShares Core Universal USD Bond ETF
IUSB
$41.6B
$44.6K 0.02%
+966
AKRE
174
Akre Focus ETF
AKRE
$5.72B
$44K 0.02%
833
FMDE icon
175
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.07B
$43.7K 0.02%
1,216
+4
5 6
7
8 9