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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$49.3K 0.04%
555
+1
152
$46.8K 0.03%
559
-1,256
153
$44.7K 0.03%
183
154
$43.9K 0.03%
375
155
$42.7K 0.03%
1,235
+9
156
$42.6K 0.03%
2,318
157
$42.4K 0.03%
718
158
$41.7K 0.03%
1,609
+29
159
$41.7K 0.03%
552
+2
160
$37.9K 0.03%
497
+335
161
$37.7K 0.03%
604
+1
162
$36.7K 0.03%
481
-135
163
$35.6K 0.03%
1,848
+18
164
$35.4K 0.03%
867
165
$34.8K 0.03%
1,104
+14
166
$34.5K 0.03%
567
+1
167
$34.2K 0.02%
+1,459
168
$34.1K 0.02%
469
+2
169
$34.1K 0.02%
245
170
$33.3K 0.02%
148
-5
171
$32.8K 0.02%
1,558
172
$32.7K 0.02%
875
173
$31.6K 0.02%
82
-3
174
$31.4K 0.02%
105
175
$31.3K 0.02%
738
+1
5 6
7
8 9