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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$851K
3
+$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1
+$376K
2
+$302K
3
+$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36.5K 0.02%
82
177
$35.8K 0.02%
459
-2
178
$35.7K 0.02%
740
+4
179
$35.6K 0.02%
1,299
+14
180
$35.4K 0.02%
408
181
$34.5K 0.02%
457
+7
182
$33.8K 0.02%
294
+1
183
$33.5K 0.02%
368
184
$33.2K 0.02%
2,394
185
$33.1K 0.02%
32
186
$31.7K 0.02%
793
+6
187
$31.6K 0.02%
382
+1
188
$31.2K 0.02%
+190
189
$29.3K 0.02%
89
190
$29.2K 0.02%
510
+5
191
$29.1K 0.02%
403
192
$28.2K 0.01%
218
193
$27.6K 0.01%
1,211
+15
194
$27.3K 0.01%
2,922
+2
195
$27.2K 0.01%
401
+5
196
$27.2K 0.01%
504
197
$26.7K 0.01%
451
198
$26.5K 0.01%
1,243
+8
199
$25.3K 0.01%
545
200
$25.2K 0.01%
2,025
+17
6 7
8
9 10