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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38.4K 0.02%
875
177
$37.6K 0.02%
88
178
$36.4K 0.02%
2,247
+44
179
$36.3K 0.02%
43
-7
180
$35.7K 0.02%
463
+1
181
$35.6K 0.02%
432
+53
182
$35.3K 0.02%
450
+8
183
$35.1K 0.02%
52
184
$34.4K 0.02%
2,394
185
$33.8K 0.02%
279
-54
186
$32.5K 0.02%
732
+4
187
$32.4K 0.02%
+368
188
$32.2K 0.02%
781
-8
189
$31.9K 0.02%
408
190
$30.1K 0.02%
293
191
$29.2K 0.02%
1,179
+18
192
$28.8K 0.02%
403
+1
193
$28.7K 0.02%
504
194
$28.2K 0.02%
2,917
195
$27.4K 0.02%
473
196
$27.2K 0.02%
1,602
197
$26.9K 0.02%
392
+6
198
$26.8K 0.02%
500
+2
199
$26.3K 0.02%
655
200
$26K 0.01%
1,228
+9
6 7
8
9 10