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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.18M
3
+$1.89M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.24M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.11M

Top Sells

1
+$2.86M
2
+$1.8M
3
+$1.21M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1M
5
VDE icon
Vanguard Energy ETF
VDE
+$450K

Sector Composition

1 Consumer Staples 4.31%
2 Technology 3.93%
3 Financials 1.66%
4 Consumer Discretionary 1.57%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25.3K 0.02%
52
202
$24.8K 0.02%
100
203
$24.7K 0.02%
58
204
$24.2K 0.02%
1,185
+34
205
$23.8K 0.02%
175
206
$23.8K 0.02%
469
+6
207
$23.4K 0.01%
256
+2
208
$23.1K 0.01%
451
209
$23.1K 0.01%
212
210
$22.6K 0.01%
671
+4
211
$22.3K 0.01%
106
212
$22.2K 0.01%
552
+10
213
$22.1K 0.01%
1,811
+24
214
$22K 0.01%
428
215
$21.8K 0.01%
663
+10
216
$21.7K 0.01%
1,228
+21
217
$21.6K 0.01%
94
218
$21.5K 0.01%
200
219
$21.4K 0.01%
1,977
-35
220
$20.8K 0.01%
1,126
+22
221
$20.5K 0.01%
1,209
+8
222
$20.1K 0.01%
263
+3
223
$19.9K 0.01%
455
+1
224
$19.8K 0.01%
378
225
$19.7K 0.01%
249
-15
7 8
9
10 11