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
$146M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.49M
3
+$3.02M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.71M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.72M

Top Sells

1
+$961K
2
+$266K
3
+$228K
4
CRGY icon
Crescent Energy
CRGY
+$178K
5
KO icon
Coca-Cola
KO
+$140K

Sector Composition

1 Financials 31.9%
2 Healthcare 4.59%
3 Consumer Staples 2.45%
4 Technology 2.19%
5 Energy 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$911K 0.62%
3,407
+61
27
$872K 0.6%
2,000
28
$855K 0.58%
1,710
+5
29
$849K 0.58%
3,895
+139
30
$710K 0.49%
11,769
+2,604
31
$634K 0.43%
6,344
+2,232
32
$606K 0.41%
3,326
+1,506
33
$572K 0.39%
40,694
+21,254
34
$477K 0.33%
2,469
+1,080
35
$447K 0.31%
3,878
+152
36
$445K 0.3%
4,225
+1
37
$438K 0.3%
15,654
+114
38
$433K 0.3%
+14,968
39
$419K 0.29%
3,930
+1,439
40
$412K 0.28%
7,600
41
$378K 0.26%
3,421
+9
42
$356K 0.24%
+14,239
43
$351K 0.24%
12,244
+214
44
$350K 0.24%
+2,480
45
$349K 0.24%
6,900
46
$327K 0.22%
+1,113
47
$313K 0.21%
+1,950
48
$306K 0.21%
3,077
+555
49
$303K 0.21%
2,915
+415
50
$298K 0.2%
1,171
+171
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2
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