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
$169M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$543K
3 +$542K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$434K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$415K

Top Sells

1 +$1.04M
2 +$741K
3 +$461K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$296K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K

Sector Composition

1 Consumer Staples 4.43%
2 Technology 3.82%
3 Healthcare 1.5%
4 Consumer Discretionary 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$26.5K 0.02%
32
202
$25.4K 0.02%
671
203
$25.3K 0.02%
867
204
$24.8K 0.01%
354
+2
205
$24.7K 0.01%
1,858
+47
206
$24.4K 0.01%
200
207
$24.1K 0.01%
473
+4
208
$24.1K 0.01%
175
209
$23.8K 0.01%
1,996
+19
210
$23.4K 0.01%
94
211
$23.3K 0.01%
1,185
212
$22.9K 0.01%
1,249
+21
213
$22.9K 0.01%
258
+2
214
$22.7K 0.01%
451
215
$22.7K 0.01%
552
216
$22.6K 0.01%
106
217
$22K 0.01%
1,126
218
$21.8K 0.01%
667
+4
219
$21.8K 0.01%
428
220
$21.6K 0.01%
1,219
+10
221
$20.7K 0.01%
378
222
$20.3K 0.01%
223
223
$20.1K 0.01%
252
+3
224
$20K 0.01%
213
+1
225
$19.9K 0.01%
265
+2