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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55.5K 0.04%
183
152
$55.1K 0.04%
561
+6
153
$53.7K 0.03%
425
+2
154
$53.2K 0.03%
2,708
155
$51.2K 0.03%
2,318
156
$49.8K 0.03%
555
+1
157
$48.9K 0.03%
82
158
$48.6K 0.03%
1,015
159
$48.4K 0.03%
718
160
$48.3K 0.03%
475
+1
161
$44.9K 0.03%
1,702
+31
162
$44.5K 0.03%
760
163
$42.8K 0.03%
1,459
164
$41.8K 0.03%
293
+3
165
$40.5K 0.03%
250
166
$40.1K 0.03%
+1,469
167
$40K 0.03%
740
+1
168
$39.7K 0.03%
1,100
169
$39K 0.02%
333
-42
170
$38.5K 0.02%
148
171
$37.2K 0.02%
426
172
$37.1K 0.02%
476
+5
173
$36.3K 0.02%
569
174
$36.1K 0.02%
604
175
$35.7K 0.02%
462
5 6
7
8 9