FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Sells

1 +$1.37M
2 +$1.36M
3 +$872K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$311K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$296K

Sector Composition

1 Technology 4.74%
2 Consumer Staples 3.56%
3 Financials 1.44%
4 Consumer Discretionary 1.28%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LNT icon
201
Alliant Energy
LNT
$18.7B
$30.4K 0.02%
451
DELL icon
202
Dell
DELL
$100B
$30.2K 0.02%
213
MO icon
203
Altria Group
MO
$114B
$30K 0.01%
454
+7
ABR icon
204
Arbor Realty Trust
ABR
$1.48B
$29.2K 0.01%
2,394
ADBE icon
205
Adobe
ADBE
$102B
$28.9K 0.01%
82
SCHF icon
206
Schwab International Equity ETF
SCHF
$57.1B
$27.2K 0.01%
1,169
-1
EUAD
207
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.38B
$27.2K 0.01%
579
GRMN icon
208
Garmin
GRMN
$44.9B
$26.6K 0.01%
108
+1
TSLA icon
209
Tesla
TSLA
$1.47T
$25.8K 0.01%
58
ABBV icon
210
AbbVie
ABBV
$388B
$25.7K 0.01%
111
FLOT icon
211
iShares Floating Rate Bond ETF
FLOT
$9.22B
$25.5K 0.01%
500
+5
PM icon
212
Philip Morris
PM
$272B
$25.2K 0.01%
155
+1
VTIP icon
213
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$25.1K 0.01%
496
+4
DWM icon
214
WisdomTree International Equity Fund
DWM
$638M
$25K 0.01%
378
XAR icon
215
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.95B
$24.8K 0.01%
105
ICLN icon
216
iShares Global Clean Energy ETF
ICLN
$2.15B
$24.7K 0.01%
1,593
+1,392
CRWD icon
217
CrowdStrike
CRWD
$112B
$24.5K 0.01%
50
SPIB icon
218
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$24.2K 0.01%
713
+8
DUK icon
219
Duke Energy
DUK
$104B
$23.8K 0.01%
192
HPQ icon
220
HP
HPQ
$17.3B
$23.8K 0.01%
872
SDY icon
221
State Street SPDR S&P Dividend ETF
SDY
$21B
$23K 0.01%
+164
V icon
222
Visa
V
$591B
$22.9K 0.01%
67
MDLZ icon
223
Mondelez International
MDLZ
$70.4B
$22.9K 0.01%
366
+2
TECH icon
224
Bio-Techne
TECH
$7.96B
$22.5K 0.01%
405
EFV icon
225
iShares MSCI EAFE Value ETF
EFV
$28.7B
$22.4K 0.01%
330