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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$851K
3
+$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1
+$376K
2
+$302K
3
+$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$68.8K 0.04%
557
+1
152
$68.1K 0.04%
1,994
+55
153
$67.4K 0.04%
937
+12
154
$67.2K 0.04%
2,102
155
$66.7K 0.04%
1,067
+1
156
$62.5K 0.03%
2,269
+13
157
$62.2K 0.03%
239
+2
158
$60.6K 0.03%
1,379
+6
159
$57.3K 0.03%
1,828
+30
160
$56.9K 0.03%
2,906
+614
161
$53.1K 0.03%
308
+3
162
$51.5K 0.03%
98
163
$51.4K 0.03%
1,100
164
$48.9K 0.03%
1,488
+4
165
$48.5K 0.03%
1,015
166
$47.4K 0.03%
430
+1
167
$46.8K 0.02%
1,459
168
$46.3K 0.02%
52
169
$45.7K 0.02%
+633
170
$43.3K 0.02%
875
171
$40.7K 0.02%
250
172
$40.4K 0.02%
473
173
$39.1K 0.02%
718
174
$38.4K 0.02%
1,024
+3
175
$36.6K 0.02%
279
5 6
7
8 9