FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.86M
3
+$593K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$553K
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$531K

Top Sells

1
+$4.49M
2
+$3.04M
3
+$1.94M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.97%
3 Consumer Discretionary 1.42%
4 Financials 1.41%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46.2K 0.03%
635
+2
177
$41.5K 0.02%
1,499
+878
178
$37.9K 0.02%
1,027
+3
179
$37.5K 0.02%
279
180
$37.5K 0.02%
1,313
+14
181
$37.3K 0.02%
743
+3
182
$37.3K 0.02%
457
183
$36.3K 0.02%
250
184
$36.3K 0.02%
460
+1
185
$36.3K 0.02%
800
+7
186
$34.6K 0.02%
545
187
$34.3K 0.02%
294
188
$34K 0.02%
2,925
+3
189
$33.9K 0.02%
2,197
+954
190
$33.2K 0.02%
383
+1
191
$32.2K 0.02%
219
+1
192
$31.6K 0.02%
1,112
-990
193
$31.4K 0.02%
82
194
$30.9K 0.02%
473
195
$30.7K 0.02%
32
196
$30.6K 0.02%
368
197
$30.3K 0.02%
504
198
$30.1K 0.02%
408
199
$29.8K 0.02%
405
+4
200
$29.5K 0.02%
512
+2
6 7
8
9 10