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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$35.2K 0.02%
2,318
+81
177
$34.9K 0.02%
655
+1
178
$34.2K 0.02%
875
179
$34.1K 0.02%
408
180
$33.4K 0.02%
88
181
$33.3K 0.02%
442
+5
182
$33.3K 0.02%
1,275
+14
183
$33.3K 0.02%
50
184
$31K 0.02%
402
+1
185
$30.7K 0.02%
724
+6
186
$30.1K 0.02%
1,146
+18
187
$29.7K 0.02%
2,155
+50
188
$29.7K 0.02%
1,602
+23
189
$29.5K 0.02%
783
-887
190
$29.3K 0.02%
867
191
$29.1K 0.02%
539
+1
192
$29K 0.02%
473
-200
193
$28.8K 0.02%
379
+1
194
$28.3K 0.02%
575
+3
195
$27.7K 0.02%
504
-542
196
$26.9K 0.02%
292
+1
197
$26.9K 0.02%
495
+11
198
$25.6K 0.02%
32
+1
199
$25.5K 0.02%
352
+2
200
$25.5K 0.02%
383
+5
6 7
8
9 10