FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.86M
3
+$593K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$553K
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$531K

Top Sells

1
+$4.49M
2
+$3.04M
3
+$1.94M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.97%
3 Consumer Discretionary 1.42%
4 Financials 1.41%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$73.2K 0.04%
760
152
$72.2K 0.04%
2,318
153
$72.2K 0.04%
1,994
154
$71.8K 0.04%
231
-8
155
$69.3K 0.04%
936
156
$69.2K 0.04%
943
+6
157
$68.7K 0.04%
459
158
$68K 0.04%
2,286
+17
159
$66.1K 0.04%
183
160
$64.2K 0.04%
1,655
-331
161
$63.6K 0.04%
1,067
162
$63.4K 0.04%
1,858
+30
163
$57.8K 0.03%
1,385
+6
164
$55.2K 0.03%
330
-181
165
$54.9K 0.03%
2,953
+47
166
$53.6K 0.03%
98
167
$52.2K 0.03%
441
+11
168
$51.9K 0.03%
312
+4
169
$51.6K 0.03%
875
170
$51.6K 0.03%
1,015
171
$51.3K 0.03%
1,835
-3,211
172
$48.5K 0.03%
1,100
173
$48.5K 0.03%
520
174
$46.8K 0.03%
1,493
+5
175
$46.4K 0.03%
718
5 6
7
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