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
$137M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.6M
3
+$1.97M
4
PG icon
Procter & Gamble
PG
+$1.88M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$766K

Top Sells

1
+$26M
2
+$7.06M
3
+$2M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$165K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Consumer Staples 6.13%
2 Technology 3.8%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22.2K 0.02%
252
+2
202
$22K 0.02%
1,746
-2,741
203
$22K 0.02%
587
+2
204
$21.7K 0.02%
428
205
$21.1K 0.02%
58
206
$20.8K 0.02%
+641
207
$20.8K 0.02%
106
208
$20.7K 0.02%
100
-325
209
$20.7K 0.02%
31
210
$20.5K 0.01%
1,169
+18
211
$20.4K 0.01%
1,088
+30
212
$19.8K 0.01%
525
213
$19.6K 0.01%
256
+1
214
$19K 0.01%
55
-103
215
$18.9K 0.01%
1,184
+9
216
$18.8K 0.01%
659
-24
217
$18.8K 0.01%
378
218
$18.5K 0.01%
192
219
$18.3K 0.01%
118
220
$17.6K 0.01%
464
221
$17.5K 0.01%
392
+6
222
$17.3K 0.01%
93
+1
223
$17.1K 0.01%
584
+6
224
$17.1K 0.01%
350
+1
225
$17K 0.01%
80
7 8
9
10 11