FFL

Financial Freedom LLC Portfolio holdings

AUM $186M
This Quarter Return
+4.86%
1 Year Return
+12.25%
3 Year Return
5 Year Return
10 Year Return
AUM
$189M
AUM Growth
+$189M
Cap. Flow
+$4.74M
Cap. Flow %
2.51%
Top 10 Hldgs %
44.41%
Holding
372
New
Increased
150
Reduced
45
Closed
16
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HPE icon
201
Hewlett Packard
HPE
$29.9B
$25.3K 0.01%
1,235
+7
+0.6% +$143
LHX icon
202
L3Harris
LHX
$51.2B
$25.2K 0.01%
106
FLOT icon
203
iShares Floating Rate Bond ETF
FLOT
$9.11B
$24.6K 0.01%
482
+5
+1% +$255
VTIP icon
204
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$23.8K 0.01%
482
+4
+0.8% +$197
SCHF icon
205
Schwab International Equity ETF
SCHF
$50B
$23.4K 0.01%
568
+5
+0.9% +$206
VTRS icon
206
Viatris
VTRS
$12.3B
$23.3K 0.01%
2,008
+18
+0.9% +$209
SPIB icon
207
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$23K 0.01%
682
+7
+1% +$236
NXPI icon
208
NXP Semiconductors
NXPI
$58.3B
$22.8K 0.01%
95
GEV icon
209
GE Vernova
GEV
$159B
$22.7K 0.01%
89
USIG icon
210
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.7B
$22.5K 0.01%
428
DUK icon
211
Duke Energy
DUK
$94.4B
$22.1K 0.01%
192
HPQ icon
212
HP
HPQ
$26.7B
$22.1K 0.01%
616
+5
+0.8% +$179
VRSK icon
213
Verisk Analytics
VRSK
$37.3B
$22K 0.01%
82
MO icon
214
Altria Group
MO
$112B
$21.8K 0.01%
428
+7
+2% +$357
TROW icon
215
T Rowe Price
TROW
$23.3B
$21.8K 0.01%
200
DWM icon
216
WisdomTree International Equity Fund
DWM
$587M
$21.8K 0.01%
378
ABBV icon
217
AbbVie
ABBV
$375B
$21.3K 0.01%
108
+1
+0.9% +$197
BIV icon
218
Vanguard Intermediate-Term Bond ETF
BIV
$24B
$20.7K 0.01%
265
GEHC icon
219
GE HealthCare
GEHC
$33B
$20.7K 0.01%
221
+1
+0.5% +$94
MET icon
220
MetLife
MET
$53.5B
$20.4K 0.01%
248
BMY icon
221
Bristol-Myers Squibb
BMY
$97B
$20.2K 0.01%
391
F icon
222
Ford
F
$46.5B
$19.6K 0.01%
1,858
RIO icon
223
Rio Tinto
RIO
$101B
$19.5K 0.01%
273
+6
+2% +$428
HSY icon
224
Hershey
HSY
$37.1B
$19.2K 0.01%
100
EFV icon
225
iShares MSCI EAFE Value ETF
EFV
$27.5B
$19K 0.01%
330