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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$66.1K 0.04%
917
+8
152
$65.6K 0.04%
936
153
$64.8K 0.04%
2,099
154
$63.6K 0.04%
2,244
+21
155
$63.3K 0.04%
555
156
$62.8K 0.04%
459
157
$61.7K 0.04%
2,318
158
$61.6K 0.04%
+1,066
159
$59K 0.03%
250
160
$57.5K 0.03%
741
+1
161
$54.4K 0.03%
1,367
+696
162
$51.2K 0.03%
1,766
+31
163
$50.1K 0.03%
1,015
164
$47.9K 0.03%
718
165
$46.6K 0.03%
427
+1
166
$45.8K 0.03%
760
167
$45.7K 0.03%
301
+8
168
$45.6K 0.03%
82
169
$45.2K 0.03%
1,100
170
$43.6K 0.02%
1,479
+4
171
$43.2K 0.02%
1,459
172
$43.1K 0.02%
98
+40
173
$40.3K 0.02%
480
+2
174
$39.8K 0.02%
1,017
+562
175
$38.8K 0.02%
148
5 6
7
8 9