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
$174M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

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
LNT icon
201
Alliant Energy
LNT
$17.5B
$29K 0.02%
451
ABR icon
202
Arbor Realty Trust
ABR
$2.22B
$28.1K 0.02%
2,394
BEP icon
203
Brookfield Renewable
BEP
$8.56B
$27.2K 0.02%
1,229
+18
GEV icon
204
GE Vernova
GEV
$156B
$27.2K 0.02%
89
QTUM icon
205
Defiance Quantum ETF
QTUM
$2.59B
$26.8K 0.02%
+360
MO icon
206
Altria Group
MO
$96B
$26.5K 0.02%
442
+7
FLOT icon
207
iShares Floating Rate Bond ETF
FLOT
$9B
$25.1K 0.01%
491
+3
EEM icon
208
iShares MSCI Emerging Markets ETF
EEM
$21.1B
$24.7K 0.01%
566
MDLZ icon
209
Mondelez International
MDLZ
$74.5B
$24.6K 0.01%
362
+3
VTIP icon
210
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$24.5K 0.01%
491
VRSK icon
211
Verisk Analytics
VRSK
$30.3B
$24.4K 0.01%
82
PM icon
212
Philip Morris
PM
$227B
$24.3K 0.01%
153
+2
BMY icon
213
Bristol-Myers Squibb
BMY
$92.9B
$24.2K 0.01%
397
+3
TECH icon
214
Bio-Techne
TECH
$9.49B
$23.7K 0.01%
404
+1
AMX icon
215
America Movil
AMX
$68.8B
$23.5K 0.01%
1,652
V icon
216
Visa
V
$667B
$23.5K 0.01%
67
DUK icon
217
Duke Energy
DUK
$97.4B
$23.4K 0.01%
192
GRMN icon
218
Garmin
GRMN
$41.4B
$23.2K 0.01%
107
SPIB icon
219
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$23.2K 0.01%
698
+6
ABBV icon
220
AbbVie
ABBV
$403B
$23K 0.01%
110
+1
SCHF icon
221
Schwab International Equity ETF
SCHF
$52.7B
$23K 0.01%
1,161
LHX icon
222
L3Harris
LHX
$55.4B
$22.2K 0.01%
106
DWM icon
223
WisdomTree International Equity Fund
DWM
$604M
$22K 0.01%
378
AMP icon
224
Ameriprise Financial
AMP
$42.8B
$21.8K 0.01%
45
PCRX icon
225
Pacira BioSciences
PCRX
$956M
$21.5K 0.01%
867