FFL
Financial Freedom LLC Portfolio holdings
AUM
$186M
1-Year Return
12.25%
This Quarter Return
-3%
1 Year Return
+12.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
-$1.6M
(-1.1%)
Cap. Flow
+$3.19M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
47.46%
Holding
414
New
8
Increased
132
Reduced
64
Closed
40
Top Buys
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$1.24M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$1.06M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$887K |
| 4 |
iShares US Financial Services ETF
IYG
|
+$163K |
| 5 |
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% |
