FFL

Financial Freedom LLC Portfolio holdings

AUM $186M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.3M
3
+$10.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.47%
2 Technology 3.08%
3 Healthcare 1.67%
4 Consumer Discretionary 1.57%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$29.9K 0.02%
+731
177
$29.5K 0.02%
+245
178
$29.5K 0.02%
+375
179
$29.2K 0.02%
+250
180
$29K 0.02%
+737
181
$28.6K 0.02%
+85
182
$28.4K 0.02%
+1,558
183
$28.2K 0.02%
+429
184
$27.7K 0.02%
+182
185
$27.6K 0.02%
+1,090
186
$27.4K 0.02%
+408
187
$27.4K 0.02%
+88
188
$26.9K 0.02%
+2,037
189
$26.7K 0.02%
+227
190
$25.9K 0.02%
+105
191
$25.4K 0.02%
+261
192
$25.1K 0.02%
+250
193
$24.9K 0.02%
+451
194
$24.7K 0.02%
+1,100
195
$24.2K 0.02%
+585
196
$23.3K 0.02%
+1,960
197
$23.2K 0.02%
+100
198
$23K 0.02%
+345
199
$23K 0.02%
+1,505
200
$23K 0.02%
+50
6 7
8
9 10