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FFL

Financial Freedom LLC Portfolio holdings

AUM $201M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
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 Buys

1
+$2.02M
2
+$1.28M
3
+$1.1M
4
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$1.1M
5
UFOX
Defiance Connective Technologies ETF
UFOX
+$990K

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
1
$15.2M 7.57%
25,330
-517
2
$14.2M 7.08%
168,930
-2,818
3
$11.2M 5.6%
120,416
+16
4
$7.55M 3.76%
19,049
-341
5
$6.91M 3.44%
154,794
+182
6
$6.69M 3.33%
51,000
-1,373
7
$6.44M 3.21%
19,746
+1,013
8
$6.31M 3.14%
41,046
-22
9
$6.26M 3.12%
130,798
+1,907
10
$5.64M 2.81%
40,527
-125
11
$5.35M 2.67%
27,325
+179
12
$4.58M 2.28%
16,728
-5,272
13
$4.14M 2.06%
16,266
-321
14
$3.43M 1.71%
63,757
-2,163
15
$3.27M 1.63%
25,931
+3,167
16
$3.21M 1.6%
43,599
+18,077
17
$3.06M 1.53%
41,728
-200
18
$3M 1.49%
23,839
+72
19
$2.83M 1.41%
13,577
-242
20
$2.82M 1.41%
11,079
+9
21
$2.81M 1.4%
5,422
+759
22
$2.64M 1.32%
13,780
+6,125
23
$2.6M 1.29%
126,808
+105,620
24
$2.47M 1.23%
24,645
-1,160
25
$2.41M 1.2%
9,889
-308
1
2 3 4 5