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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$543K
3
+$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1
+$1.04M
2
+$741K
3
+$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$63.7K 0.04%
561
152
$63.5K 0.04%
2,223
+19
153
$62.4K 0.04%
2,692
154
$61.7K 0.04%
183
155
$57.9K 0.03%
2,318
156
$56.8K 0.03%
765
+2
157
$53.6K 0.03%
426
+1
158
$51.9K 0.03%
760
159
$51.6K 0.03%
250
160
$50.9K 0.03%
1,015
161
$50.7K 0.03%
740
162
$50.6K 0.03%
1,735
+33
163
$49.4K 0.03%
718
164
$45.9K 0.03%
293
165
$45.1K 0.03%
1,475
+6
166
$43.9K 0.03%
1,100
167
$43.4K 0.03%
1,459
168
$42.7K 0.03%
2,708
169
$41.4K 0.02%
82
170
$41.2K 0.02%
148
171
$41K 0.02%
333
172
$40K 0.02%
478
+2
173
$38.6K 0.02%
88
174
$38.1K 0.02%
426
175
$37.2K 0.02%
570
+1
5 6
7
8 9