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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$543K
3 +$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1 +$1.04M
2 +$741K
3 +$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$36.9K 0.02%
50
177
$36.8K 0.02%
875
178
$35.7K 0.02%
462
179
$35.3K 0.02%
442
180
$34.6K 0.02%
2,203
+48
181
$34.6K 0.02%
408
182
$33.4K 0.02%
577
+2
183
$33.1K 0.02%
789
+6
184
$32.3K 0.02%
728
+4
185
$31.7K 0.02%
2,394
+76
186
$31.7K 0.02%
473
187
$31.6K 0.02%
539
188
$31.6K 0.02%
52
189
$30.4K 0.02%
379
190
$29.9K 0.02%
1,602
191
$29.7K 0.02%
293
+1
192
$29.7K 0.02%
655
193
$29.1K 0.02%
504
194
$28.3K 0.02%
402
195
$28.2K 0.02%
2,917
196
$27.9K 0.02%
58
197
$27.8K 0.02%
1,284
+9
198
$27K 0.02%
1,161
+15
199
$26.8K 0.02%
498
+3
200
$26.6K 0.02%
386
+3