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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.02%
1,100
177
$30.7K 0.02%
250
-11
178
$30.7K 0.02%
429
179
$30K 0.02%
1,726
+1,444
180
$29.9K 0.02%
709
+5
181
$29.7K 0.02%
+400
182
$29.6K 0.02%
408
183
$29K 0.02%
537
+166
184
$28.6K 0.02%
376
+1
185
$27K 0.02%
88
186
$25.9K 0.02%
1,015
187
$25.9K 0.02%
231
+4
188
$25.8K 0.02%
210
-40
189
$25.4K 0.02%
100
190
$25.1K 0.02%
50
191
$25K 0.02%
2,006
+46
192
$24.2K 0.02%
125
193
$24.2K 0.02%
2,108
+71
194
$24.2K 0.02%
347
+2
195
$24.1K 0.02%
451
196
$23.4K 0.02%
291
+1
197
$22.9K 0.02%
+455
198
$22.7K 0.02%
+367
199
$22.6K 0.02%
200
200
$22.2K 0.02%
106
+1
6 7
8
9 10