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
+$729K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$825K
3 +$634K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$538K
5
VDE icon
Vanguard Energy ETF
VDE
+$388K

Sector Composition

1 Technology 4.43%
2 Consumer Staples 3.2%
3 Healthcare 1.36%
4 Financials 1.34%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PJP icon
176
Invesco Pharmaceuticals ETF
PJP
$347M
$40.4K 0.02%
387
+1
BOTZ icon
177
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.4B
$40.4K 0.02%
1,115
ET icon
178
Energy Transfer Partners
ET
$66.8B
$39.8K 0.02%
2,416
IJJ icon
179
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.46B
$37.9K 0.02%
288
KMI icon
180
Kinder Morgan
KMI
$70.7B
$37.3K 0.02%
1,356
+15
FLG
181
Flagstar Bank National Association
FLG
$5.83B
$36.9K 0.02%
2,932
+2
SPHD icon
182
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.28B
$36.4K 0.02%
758
+6
IEUR icon
183
iShares Core MSCI Europe ETF
IEUR
$8.61B
$35.7K 0.02%
504
BLK icon
184
Blackrock
BLK
$163B
$35.3K 0.02%
33
AMX icon
185
America Movil
AMX
$78.8B
$35.1K 0.02%
1,699
+20
DVY icon
186
iShares Select Dividend ETF
DVY
$22.6B
$35K 0.02%
248
VIG icon
187
Vanguard Dividend Appreciation ETF
VIG
$104B
$35K 0.02%
159
+1
BEP icon
188
Brookfield Renewable
BEP
$10.2B
$34.2K 0.02%
1,268
EEM icon
189
iShares MSCI Emerging Markets ETF
EEM
$27.9B
$31.5K 0.02%
576
+5
LHX icon
190
L3Harris
LHX
$60.7B
$31.1K 0.02%
106
USRT icon
191
iShares Core US REIT ETF
USRT
$3.74B
$29.9K 0.01%
525
+6
LNT icon
192
Alliant Energy
LNT
$18.7B
$29.3K 0.01%
451
CRNC icon
193
Cerence
CRNC
$393M
$28.9K 0.01%
2,708
SCHF icon
194
Schwab International Equity ETF
SCHF
$62B
$28.7K 0.01%
1,195
+26
ADBE icon
195
Adobe
ADBE
$98.3B
$28.7K 0.01%
82
PYPL icon
196
PayPal
PYPL
$44.7B
$27.6K 0.01%
473
XMHQ icon
197
Invesco S&P MidCap Quality ETF
XMHQ
$5.15B
$27.3K 0.01%
267
-2,028
DELL icon
198
Dell
DELL
$134B
$26.8K 0.01%
213
ICLN icon
199
iShares Global Clean Energy ETF
ICLN
$2.4B
$26.4K 0.01%
1,605
+12
MO icon
200
Altria Group
MO
$113B
$26.2K 0.01%
454