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
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

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
EFA icon
176
iShares MSCI EAFE ETF
EFA
$70B
$43.4K 0.02%
465
TTE icon
177
TotalEnergies
TTE
$141B
$42.9K 0.02%
718
ET icon
178
Energy Transfer Partners
ET
$56.9B
$41.5K 0.02%
2,416
BOTZ icon
179
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.12B
$39.5K 0.02%
1,115
+3
BLK icon
180
Blackrock
BLK
$169B
$38.2K 0.02%
33
KMI icon
181
Kinder Morgan
KMI
$59.5B
$38K 0.02%
1,341
+14
IJJ icon
182
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
$37.4K 0.02%
+288
SPHD icon
183
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.07B
$37.2K 0.02%
752
+4
MSTR icon
184
Strategy Inc
MSTR
$50.7B
$37.1K 0.02%
+115
VCSH icon
185
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$36.6K 0.02%
458
PJP icon
186
Invesco Pharmaceuticals ETF
PJP
$313M
$35.7K 0.02%
386
+1
AMX icon
187
America Movil
AMX
$64.3B
$35.3K 0.02%
1,679
+27
DVY icon
188
iShares Select Dividend ETF
DVY
$21.1B
$35.2K 0.02%
248
IEUR icon
189
iShares Core MSCI Europe ETF
IEUR
$6.9B
$34.3K 0.02%
504
XTN icon
190
State Street SPDR S&P Transportation ETF
XTN
$150M
$34.2K 0.02%
408
MMM icon
191
3M
MMM
$89.7B
$34.1K 0.02%
220
VIG icon
192
Vanguard Dividend Appreciation ETF
VIG
$102B
$34.1K 0.02%
+158
FLG
193
Flagstar Bank National Association
FLG
$5.35B
$33.8K 0.02%
2,930
+3
CRNC icon
194
Cerence
CRNC
$517M
$33.7K 0.02%
2,708
BEP icon
195
Brookfield Renewable
BEP
$7.92B
$32.7K 0.02%
1,268
+18
CMCSA icon
196
Comcast
CMCSA
$99.2B
$32.5K 0.02%
1,035
+3
LHX icon
197
L3Harris
LHX
$53.7B
$32.4K 0.02%
106
PYPL icon
198
PayPal
PYPL
$57.7B
$31.7K 0.02%
473
EEM icon
199
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$30.5K 0.02%
571
USRT icon
200
iShares Core US REIT ETF
USRT
$3.27B
$30.5K 0.02%
519
+4