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Home > Institutional Investor > Financial Freedom, Llc > Profile

Instuitional Investor - Financial Freedom, Llc

Fund Profile
Filing Period:
Fund Name: Financial Freedom, Llc
Portfolio Value $174,123,275
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 173,046 $14,148,233 8.13%
2.
Invesco Qqq Tr Unit Ser 1
 26,338 $12,350,590 7.09%
3.
Vanguard World Fund
 15,177 $8,231,895 4.73%
4.
Sector Spdr Trust
 XLB 82,291 $7,690,054 4.42%
5.
Procter & Gamble Co
 PG 41,255 $7,030,620 4.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)