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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33.7K 0.02%
1,100
177
$33.4K 0.02%
426
178
$32.7K 0.02%
569
+1
179
$31.3K 0.02%
290
+4
180
$30.6K 0.02%
875
181
$30.6K 0.02%
408
182
$30.1K 0.02%
437
183
$29.5K 0.02%
2,105
+49
184
$29K 0.02%
88
185
$28.5K 0.02%
50
186
$28.4K 0.02%
1,893
+25
187
$28.2K 0.02%
718
+5
188
$28K 0.02%
1,261
+15
189
$27.3K 0.02%
1,579
+21
190
$27.3K 0.02%
378
+1
191
$27.3K 0.02%
401
192
$26.8K 0.02%
105
193
$26.6K 0.02%
867
194
$26.1K 0.02%
538
195
$25K 0.02%
100
196
$24.5K 0.02%
1,128
+12
197
$24.3K 0.02%
350
+2
198
$23.6K 0.02%
463
+4
199
$23.4K 0.02%
572
-18
200
$23.4K 0.02%
378
+4
6 7
8
9 10