FL

FreeGulliver LLC Portfolio holdings

AUM $217M
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.57M
3
+$3.22M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.9M

Top Sells

1
+$721K
2
+$295K
3
+$218K
4
HWC icon
Hancock Whitney
HWC
+$205K
5
SYY icon
Sysco
SYY
+$114K

Sector Composition

1 Financials 40.07%
2 Healthcare 6.05%
3 Consumer Staples 3.31%
4 Industrials 1.71%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$672K 0.6%
+1,598
27
$565K 0.5%
3,294
+664
28
$553K 0.49%
+9,165
29
$467K 0.41%
+39,213
30
$433K 0.38%
+3,726
31
$431K 0.38%
15,540
32
$425K 0.38%
4,224
+851
33
$420K 0.37%
+4,112
34
$408K 0.36%
7,600
35
$390K 0.35%
3,412
+3
36
$389K 0.35%
4,389
-39
37
$358K 0.32%
12,030
+5,285
38
$320K 0.28%
5,872
39
$309K 0.27%
2,522
+20
40
$308K 0.27%
+6,900
41
$297K 0.26%
188,169
+123,169
42
$297K 0.26%
1,200
43
$289K 0.26%
3,337
44
$286K 0.25%
3,856
45
$284K 0.25%
+6,342
46
$284K 0.25%
+2,500
47
$282K 0.25%
+1,000
48
$277K 0.25%
+2,200
49
$277K 0.25%
3,600
50
$275K 0.24%
+2,491
1
2
3