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
$190M
AUM Growth
+$767K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$851K
3 +$259K
4
IYW icon
iShares US Technology ETF
IYW
+$200K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$171K

Top Sells

1 +$376K
2 +$302K
3 +$190K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$188K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$186K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.09%
3 Consumer Discretionary 1.31%
4 Financials 1.29%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$24.9K 0.01%
488
+6
202
$24K 0.01%
45
-43
203
$23.8K 0.01%
491
+9
204
$23.7K 0.01%
566
+10
205
$23.6K 0.01%
1,652
+26
206
$23.4K 0.01%
58
207
$23.2K 0.01%
175
208
$22.7K 0.01%
435
+7
209
$22.7K 0.01%
692
+10
210
$22.6K 0.01%
200
211
$22.6K 0.01%
82
212
$22.3K 0.01%
106
213
$22.3K 0.01%
394
+3
214
$22.1K 0.01%
107
+1
215
$21.8K 0.01%
657
+2
216
$21.5K 0.01%
428
217
$21.5K 0.01%
1,161
+25
218
$21.5K 0.01%
359
+2
219
$21.3K 0.01%
2,708
220
$21.2K 0.01%
67
221
$20.7K 0.01%
192
222
$20.3K 0.01%
248
223
$20.3K 0.01%
621
+5
224
$19.9K 0.01%
378
225
$19.8K 0.01%
95