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
$143M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$390K
3
+$368K
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$307K
5
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$307K

Top Sells

1
+$3.6M
2
+$1.53M
3
+$436K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$234K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$108K

Sector Composition

1 Consumer Staples 4.95%
2 Technology 4.18%
3 Consumer Discretionary 1.74%
4 Healthcare 1.69%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33.7K 0.02%
1,558
177
$33K 0.02%
286
+55
178
$32.9K 0.02%
1,116
+12
179
$32.7K 0.02%
401
+1
180
$32.3K 0.02%
2,179
+71
181
$31.8K 0.02%
875
182
$31.7K 0.02%
437
+8
183
$30.4K 0.02%
538
+1
184
$29.8K 0.02%
1,868
+20
185
$29.5K 0.02%
713
+4
186
$29.2K 0.02%
88
187
$28.5K 0.02%
377
+1
188
$27.2K 0.02%
50
189
$26.7K 0.02%
1,766
+20
190
$26.2K 0.02%
100
191
$26.1K 0.02%
2,056
+50
192
$25.4K 0.02%
348
+1
193
$25.2K 0.02%
590
+3
194
$25K 0.02%
100
195
$24.9K 0.02%
+484
196
$24.6K 0.02%
291
197
$24.2K 0.02%
55
198
$23.7K 0.02%
451
199
$23.6K 0.02%
374
+7
200
$23.6K 0.02%
105
6 7
8
9 10