Portfolio (Quarterly)
Guide ↗
Financial Freedom, LLC
· CIK 0001965484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | COTY | COTY INC | Consumer Defensive | 117.0 | $235.0 | — | — | — | $2.01 | +7.0% |
| 422 | PINS | PINTEREST INC | Communication Services | 11.0 | $211.0 | — | — | — | $19.18 | +4.4% |
| 423 | KD | KYNDRYL HLDGS INC | Technology | 12.0 | $157.0 | — | — | — | $13.08 | -10.0% |
| 424 | BYND | BEYOND MEAT INC | Consumer Defensive | 126.0 | $88.0 | — | — | — | $0.70 | +13.0% |
| 425 | REZI | RESIDEO TECHNOLOGIES INC | Industrials | 1.0 | $34.0 | — | — | — | $34.00 | -10.0% |
| 426 | IHI | ISHARES TR | — | — | — | — | — | -100.0% | — | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
40.2%
Technology
19.1%
Consumer Defensive
15.6%
Healthcare
7.0%
Consumer Cyclical
6.1%
Energy
4.2%
Industrials
3.6%
Communication Services
3.0%
Utilities
0.8%
Real Estate
0.3%