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
$186M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$956K
3 +$684K
4
QTUM icon
Defiance Quantum ETF
QTUM
+$422K
5
IYF icon
iShares US Financials ETF
IYF
+$363K

Top Sells

1 +$2.04M
2 +$886K
3 +$423K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$271K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$271K

Sector Composition

1 Technology 4.31%
2 Consumer Staples 3.97%
3 Financials 1.41%
4 Consumer Discretionary 1.31%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EEM icon
201
iShares MSCI Emerging Markets ETF
EEM
$21.2B
$27.6K 0.01%
571
+5
LNT icon
202
Alliant Energy
LNT
$17.5B
$27.3K 0.01%
451
LHX icon
203
L3Harris
LHX
$53.8B
$26.6K 0.01%
106
MO icon
204
Altria Group
MO
$106B
$26.3K 0.01%
447
+5
DELL icon
205
Dell
DELL
$111B
$26.1K 0.01%
213
+1
SCHF icon
206
Schwab International Equity ETF
SCHF
$53.2B
$25.8K 0.01%
1,170
+9
ABR icon
207
Arbor Realty Trust
ABR
$2.26B
$25.6K 0.01%
2,394
VRSK icon
208
Verisk Analytics
VRSK
$32.4B
$25.5K 0.01%
82
CRWD icon
209
CrowdStrike
CRWD
$137B
$25.5K 0.01%
50
FLOT icon
210
iShares Floating Rate Bond ETF
FLOT
$9B
$25.3K 0.01%
495
+4
EUAD
211
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.12B
$25K 0.01%
579
VTIP icon
212
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$24.7K 0.01%
492
+1
MDLZ icon
213
Mondelez International
MDLZ
$77.9B
$24.5K 0.01%
364
+2
DWM icon
214
WisdomTree International Equity Fund
DWM
$611M
$24K 0.01%
378
AMP icon
215
Ameriprise Financial
AMP
$45.7B
$24K 0.01%
45
V icon
216
Visa
V
$673B
$23.8K 0.01%
67
SPIB icon
217
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$23.7K 0.01%
705
+7
DUK icon
218
Duke Energy
DUK
$97.7B
$22.7K 0.01%
192
GRMN icon
219
Garmin
GRMN
$47.8B
$22.4K 0.01%
107
XAR icon
220
SPDR S&P Aerospace & Defense ETF
XAR
$5.08B
$22.2K 0.01%
105
HPQ icon
221
HP
HPQ
$26.2B
$21.3K 0.01%
872
-627
EFV icon
222
iShares MSCI EAFE Value ETF
EFV
$27.9B
$20.9K 0.01%
330
TECH icon
223
Bio-Techne
TECH
$9.96B
$20.8K 0.01%
405
+1
PCRX icon
224
Pacira BioSciences
PCRX
$960M
$20.7K 0.01%
867
ABBV icon
225
AbbVie
ABBV
$402B
$20.6K 0.01%
111
+1