FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.86M
3
+$593K
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$553K
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$531K

Top Sells

1
+$4.49M
2
+$3.04M
3
+$1.94M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.97%
3 Consumer Discretionary 1.42%
4 Financials 1.41%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$29K 0.02%
451
202
$28.1K 0.02%
2,394
203
$27.2K 0.02%
1,229
+18
204
$27.2K 0.02%
89
205
$26.8K 0.02%
+360
206
$26.5K 0.02%
442
+7
207
$25.1K 0.01%
491
+3
208
$24.7K 0.01%
566
209
$24.6K 0.01%
362
+3
210
$24.5K 0.01%
491
211
$24.4K 0.01%
82
212
$24.3K 0.01%
153
+2
213
$24.2K 0.01%
397
+3
214
$23.7K 0.01%
404
+1
215
$23.5K 0.01%
1,652
216
$23.5K 0.01%
67
217
$23.4K 0.01%
192
218
$23.2K 0.01%
107
219
$23.2K 0.01%
698
+6
220
$23K 0.01%
110
+1
221
$23K 0.01%
1,161
222
$22.2K 0.01%
106
223
$22K 0.01%
378
224
$21.8K 0.01%
45
225
$21.5K 0.01%
867
7 8
9
10 11