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
$176M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.45M
3
+$1.43M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.24M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.11M

Top Sells

1
+$1.26M
2
+$584K
3
+$515K
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$487K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$405K

Sector Composition

1 Consumer Staples 4.32%
2 Technology 4.25%
3 Healthcare 1.43%
4 Financials 1.39%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25.5K 0.01%
95
+1
202
$25.2K 0.01%
1,268
+19
203
$25.2K 0.01%
32
204
$24.8K 0.01%
867
205
$24.4K 0.01%
477
+4
206
$24.1K 0.01%
175
207
$23.8K 0.01%
106
208
$23.7K 0.01%
556
+4
209
$23.3K 0.01%
1,858
210
$23.3K 0.01%
356
+2
211
$23.2K 0.01%
478
-4,105
212
$23.1K 0.01%
200
213
$23K 0.01%
451
214
$22.9K 0.01%
1,219
+34
215
$22.2K 0.01%
217
-41
216
$22.1K 0.01%
82
217
$22K 0.01%
675
+8
218
$21.6K 0.01%
1,126
219
$21.5K 0.01%
428
220
$21.4K 0.01%
611
+5
221
$21.1K 0.01%
1,990
-6
222
$20.3K 0.01%
378
223
$19.8K 0.01%
265
224
$19.2K 0.01%
192
225
$19.2K 0.01%
421
+2
7 8
9
10 11