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
$189M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$891K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$351K

Top Sells

1
+$470K
2
+$290K
3
+$244K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$219K
5
COIN icon
Coinbase
COIN
+$178K

Sector Composition

1 Consumer Staples 4.24%
2 Technology 4.07%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$68.5K 0.04%
2,318
152
$68.3K 0.04%
2,256
+12
153
$67.8K 0.04%
1,200
+5
154
$67.6K 0.04%
2,102
+3
155
$66.9K 0.04%
556
+1
156
$66.5K 0.04%
1,066
157
$58.9K 0.03%
760
158
$54.5K 0.03%
1,373
+6
159
$53.6K 0.03%
1,015
160
$52.3K 0.03%
1,798
+32
161
$51.9K 0.03%
429
+2
162
$51.5K 0.03%
305
+4
163
$50.5K 0.03%
250
164
$48.3K 0.03%
98
165
$47.8K 0.03%
1,100
166
$47.7K 0.03%
1,484
+5
167
$46.4K 0.02%
718
168
$45.2K 0.02%
1,459
169
$43.5K 0.02%
875
170
$42.6K 0.02%
1,021
+4
171
$42.5K 0.02%
82
172
$41.3K 0.02%
88
173
$37.7K 0.02%
279
174
$37.7K 0.02%
450
175
$37.3K 0.02%
2,394
5 6
7
8 9