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
$189M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$891K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$351K

Top Sells

1
+$470K
2
+$290K
3
+$244K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$219K
5
COIN icon
Coinbase
COIN
+$178K

Sector Composition

1 Consumer Staples 4.24%
2 Technology 4.07%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.2K 0.02%
736
+4
177
$36.9K 0.02%
473
178
$36.9K 0.02%
52
179
$36.8K 0.02%
2,292
+45
180
$36.6K 0.02%
461
-2
181
$35.4K 0.02%
787
+6
182
$33.8K 0.02%
368
183
$33.7K 0.02%
293
184
$33.7K 0.02%
1,196
+17
185
$33.6K 0.02%
408
186
$33.2K 0.02%
381
-51
187
$32.8K 0.02%
2,920
+3
188
$32.2K 0.02%
403
189
$31.1K 0.02%
505
+5
190
$30.7K 0.02%
504
191
$30.5K 0.02%
32
192
$29.8K 0.02%
218
+1
193
$29.1K 0.02%
396
+4
194
$28.4K 0.02%
1,285
+17
195
$28.2K 0.01%
655
196
$27.4K 0.01%
451
197
$26.6K 0.01%
1,626
+24
198
$26.3K 0.01%
357
+1
199
$25.5K 0.01%
175
200
$25.5K 0.01%
556
6 7
8
9 10