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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51.6K 0.04%
339
+1
152
$50.1K 0.04%
555
153
$48.9K 0.03%
+2,692
154
$48.7K 0.03%
183
155
$47.2K 0.03%
718
156
$45.7K 0.03%
1,671
+31
157
$44.6K 0.03%
760
-150
158
$44.6K 0.03%
554
+1
159
$44.4K 0.03%
1,015
-219
160
$43.1K 0.03%
1,743
+414
161
$42.4K 0.03%
2,318
162
$41.8K 0.03%
474
-7
163
$41.8K 0.03%
82
164
$40.4K 0.03%
375
165
$39.3K 0.03%
673
166
$39.2K 0.03%
604
167
$37K 0.03%
258
168
$35.4K 0.03%
1,459
169
$34.7K 0.02%
462
+1
170
$34.6K 0.02%
250
171
$34.2K 0.02%
739
+1
172
$34.1K 0.02%
471
173
$34K 0.02%
148
174
$34K 0.02%
2,237
+58
175
$33.9K 0.02%
654
-15
5 6
7
8 9