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
51
$275K 0.24%
+1,820
52
$273K 0.24%
11,500
53
$270K 0.24%
+19,440
54
$266K 0.24%
+3,500
55
$251K 0.22%
+1,389
56
$240K 0.21%
1,000
57
$234K 0.21%
10,792
+392
58
$220K 0.2%
2,200
59
$219K 0.19%
4,370
60
$214K 0.19%
3,400
61
$208K 0.18%
+12,407
62
$205K 0.18%
+5,717
63
$143K 0.13%
180,000
+130,000
64
$104K 0.09%
+31,467
65
$87.2K 0.08%
+2,688
66
$74.5K 0.07%
+7,000
67
$26K 0.02%
+20,000
68
$23.2K 0.02%
116,150
+97,650
69
$15.3K 0.01%
+697
70
– –
-4,209
71
– –
-34,878
72
– –
-901
73
– –
-9,300
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