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
$189M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$891K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$351K

Top Sells

1
+$470K
2
+$290K
3
+$244K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$219K
5
COIN icon
Coinbase
COIN
+$178K

Sector Composition

1 Consumer Staples 4.24%
2 Technology 4.07%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25.3K 0.01%
1,235
+7
202
$25.2K 0.01%
106
203
$24.6K 0.01%
482
+5
204
$23.8K 0.01%
482
+4
205
$23.4K 0.01%
1,136
+10
206
$23.3K 0.01%
2,008
+18
207
$23K 0.01%
682
+7
208
$22.8K 0.01%
95
209
$22.7K 0.01%
89
210
$22.5K 0.01%
428
211
$22.1K 0.01%
192
212
$22.1K 0.01%
616
+5
213
$22K 0.01%
82
214
$21.8K 0.01%
428
+7
215
$21.8K 0.01%
200
216
$21.8K 0.01%
378
217
$21.3K 0.01%
108
+1
218
$20.7K 0.01%
265
219
$20.7K 0.01%
221
+1
220
$20.4K 0.01%
248
221
$20.2K 0.01%
391
222
$19.6K 0.01%
1,858
223
$19.5K 0.01%
273
+6
224
$19.2K 0.01%
100
225
$19K 0.01%
330
7 8
9
10 11