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
$141M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.7M
3
+$1.38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$417K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$310K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$887K
4
IYG icon
iShares US Financial Services ETF
IYG
+$163K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$153K

Sector Composition

1 Consumer Staples 4.77%
2 Technology 3.88%
3 Healthcare 1.62%
4 Consumer Discretionary 1.59%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23.3K 0.02%
291
202
$23.2K 0.02%
1,151
+31
203
$23K 0.02%
58
204
$22.8K 0.02%
484
205
$22.2K 0.02%
1,787
+21
206
$21.9K 0.02%
451
207
$21.7K 0.02%
525
208
$21.4K 0.02%
175
+100
209
$21K 0.01%
200
210
$20.9K 0.01%
1,201
+8
211
$20.6K 0.01%
428
212
$20.6K 0.01%
542
+200
213
$20.5K 0.01%
653
+6
214
$20.3K 0.01%
31
215
$20.2K 0.01%
212
+1
216
$20.1K 0.01%
454
-10
217
$20K 0.01%
1,207
+18
218
$20K 0.01%
100
219
$19.8K 0.01%
2,012
+22
220
$19.8K 0.01%
254
-1
221
$19.6K 0.01%
52
-3
222
$19.5K 0.01%
125
223
$19.4K 0.01%
82
224
$18.8K 0.01%
260
+2
225
$18.7K 0.01%
1,104
-46
7 8
9
10 11