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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.3M
3
+$10.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.47%
2 Technology 3.08%
3 Healthcare 1.67%
4 Consumer Discretionary 1.57%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47.9K 0.03%
+2,193
152
$47.9K 0.03%
+673
153
$47K 0.03%
+554
154
$46.6K 0.03%
+158
155
$45.8K 0.03%
+1,226
156
$45.2K 0.03%
+375
157
$44.6K 0.03%
+718
158
$44.5K 0.03%
+910
159
$41.6K 0.03%
+1,677
160
$41.4K 0.03%
+550
161
$41.4K 0.03%
+2,318
162
$39.2K 0.03%
+183
163
$38.1K 0.03%
+1,580
164
$38K 0.03%
+603
165
$34.4K 0.02%
+105
166
$34.3K 0.02%
+470
167
$34.3K 0.02%
+441
168
$33.7K 0.02%
+1,830
169
$33.7K 0.02%
+467
170
$33.5K 0.02%
+867
171
$32.8K 0.02%
+566
172
$32.1K 0.02%
+616
173
$31.7K 0.02%
+153
174
$30.9K 0.02%
+704
175
$30.3K 0.02%
+875
5 6
7
8 9