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
$143M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$390K
3
+$368K
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$307K
5
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$307K

Top Sells

1
+$3.6M
2
+$1.53M
3
+$436K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$234K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$108K

Sector Composition

1 Consumer Staples 4.95%
2 Technology 4.18%
3 Consumer Discretionary 1.74%
4 Healthcare 1.69%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47.8K 0.03%
669
152
$44.9K 0.03%
673
153
$44K 0.03%
553
+1
154
$43.8K 0.03%
2,318
155
$43.2K 0.03%
1,640
+31
156
$42.5K 0.03%
375
157
$42.2K 0.03%
481
158
$41.4K 0.03%
718
159
$40.1K 0.03%
82
160
$38.9K 0.03%
246
+1
161
$38.4K 0.03%
258
-229
162
$38.2K 0.03%
1,329
+314
163
$36.6K 0.03%
738
164
$36.1K 0.03%
250
165
$35.5K 0.02%
604
166
$35.5K 0.02%
1,246
+11
167
$35.4K 0.02%
1,459
168
$35.1K 0.02%
148
169
$35K 0.02%
471
+2
170
$34.9K 0.02%
461
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171
$34.9K 0.02%
426
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172
$34.7K 0.02%
867
173
$34.4K 0.02%
1,100
174
$34.2K 0.02%
408
175
$33.8K 0.02%
568
+1
5 6
7
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