FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Sells

1 +$1.37M
2 +$1.36M
3 +$872K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$311K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$296K

Sector Composition

1 Technology 4.74%
2 Consumer Staples 3.56%
3 Financials 1.44%
4 Consumer Discretionary 1.28%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KEYS icon
151
Keysight
KEYS
$48.1B
$80.3K 0.04%
459
PLTR icon
152
Palantir
PLTR
$361B
$79.2K 0.04%
434
+384
IMCB icon
153
iShares Morningstar Mid-Cap ETF
IMCB
$1.43B
$77.7K 0.04%
936
WM icon
154
Waste Management
WM
$96.2B
$75.5K 0.04%
342
MFC icon
155
Manulife Financial
MFC
$56B
$72.2K 0.04%
2,318
BAC icon
156
Bank of America
BAC
$335B
$71.9K 0.04%
1,394
+5
BND icon
157
Vanguard Total Bond Market
BND
$151B
$71.5K 0.04%
961
+9
EZM icon
158
WisdomTree US MidCap Fund
EZM
$819M
$70.4K 0.04%
1,068
URA icon
159
Global X Uranium ETF
URA
$6.88B
$68.6K 0.03%
+1,439
NLR icon
160
VanEck Uranium + Nuclear Energy ETF
NLR
$4.62B
$66.7K 0.03%
492
+231
AMGN icon
161
Amgen
AMGN
$197B
$65.6K 0.03%
232
FTNT icon
162
Fortinet
FTNT
$61.7B
$63.9K 0.03%
760
IAU icon
163
iShares Gold Trust
IAU
$80.4B
$63.7K 0.03%
875
NFLX icon
164
Netflix
NFLX
$402B
$62.3K 0.03%
520
PNQI icon
165
Invesco NASDAQ Internet ETF
PNQI
$559M
$61.4K 0.03%
1,100
VEA icon
166
Vanguard FTSE Developed Markets ETF
VEA
$202B
$60.8K 0.03%
1,015
EPD icon
167
Enterprise Products Partners
EPD
$80B
$60.1K 0.03%
1,921
+32
SPG icon
168
Simon Property Group
SPG
$60.7B
$59.4K 0.03%
316
-1
MA icon
169
Mastercard
MA
$444B
$55.7K 0.03%
98
+1
GEV icon
170
GE Vernova
GEV
$217B
$54.8K 0.03%
89
HPE icon
171
Hewlett Packard
HPE
$28.7B
$54.4K 0.03%
2,216
+8
FMDE icon
172
Fidelity Enhanced Mid Cap ETF
FMDE
$5.17B
$54.3K 0.03%
1,503
+5
AMAT icon
173
Applied Materials
AMAT
$271B
$51.2K 0.03%
250
SJM icon
174
J.M. Smucker
SJM
$11.3B
$48.1K 0.02%
443
+1
PPA icon
175
Invesco Aerospace & Defense ETF
PPA
$7.95B
$45.9K 0.02%
296
+1