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FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.08%
2 Consumer Staples 3.3%
3 Healthcare 1.5%
4 Financials 1.31%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMX icon
176
America Movil
AMX
$83.4B
$43.3K 0.02%
1,699
SJM icon
177
J.M. Smucker
SJM
$12.4B
$42.8K 0.02%
443
V icon
178
Visa
V
$613B
$42.4K 0.02%
140
+73
BKNG icon
179
Booking.com
BKNG
$128B
$42.2K 0.02%
+250
BEP icon
180
Brookfield Renewable
BEP
$10.4B
$41.4K 0.02%
1,268
ENB icon
181
Enbridge
ENB
$123B
$40.9K 0.02%
755
+492
PJP icon
182
Invesco Pharmaceuticals ETF
PJP
$354M
$40.2K 0.02%
388
+1
BLK icon
183
Blackrock
BLK
$160B
$38.8K 0.02%
40
+7
FLG
184
Flagstar Bank National Association
FLG
$6.23B
$38.6K 0.02%
2,934
+2
SPHD icon
185
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.37B
$37.9K 0.02%
763
+5
DVY icon
186
iShares Select Dividend ETF
DVY
$23.1B
$37.6K 0.02%
248
BOTZ icon
187
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.47B
$37K 0.02%
1,115
LHX icon
188
L3Harris
LHX
$57.3B
$36.6K 0.02%
106
PM icon
189
Philip Morris
PM
$287B
$35.5K 0.02%
215
+60
IEUR icon
190
iShares Core MSCI Europe ETF
IEUR
$8.77B
$35.4K 0.02%
504
DELL icon
191
Dell
DELL
$256B
$35K 0.02%
213
DGRO icon
192
iShares Core Dividend Growth ETF
DGRO
$41B
$34.5K 0.02%
+492
EEM icon
193
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$32.7K 0.02%
576
DUK icon
194
Duke Energy
DUK
$97.4B
$32.4K 0.02%
247
+55
LNT icon
195
Alliant Energy
LNT
$18.9B
$32.4K 0.02%
451
TSM icon
196
TSMC
TSM
$2.2T
$32.2K 0.02%
+95
CMCSA icon
197
Comcast
CMCSA
$87.5B
$31.7K 0.02%
1,104
+465
IGSB icon
198
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$31.3K 0.02%
596
+252
USRT icon
199
iShares Core US REIT ETF
USRT
$4.27B
$31.2K 0.02%
527
+2
MO icon
200
Altria Group
MO
$120B
$30K 0.01%
454