Allen A. Osgood, Jr.

@Financial Freedom, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$189.672M

Total holdings360

Assets growth rate0.41%

Assets growth rate (2-Q avg)3.86%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Freedom, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Financial Freedom, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 189.672M in assets, with a quarterly growth rate of 0.41% and a 2-quarter average growth rate of 3.86%. The portfolio is managed by Allen A. Osgood, Jr., and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLYConsumer Discretionary Select Sector Spdr Fund Recent Activity Decreased -2.35%	1.4%	$2.654M 11,828 shares@ $224.36 avg price	Decreased -2.35%
VDEVanguard World Fd Energy Etf Recent Activity Increased 1.34%	1.4%	$2.642M 21,783 shares@ $121.31 avg price	Increased 1.34%
IWYIshares Tr Rus Tp200 Gr Etf Recent Activity Increased 2.98%	1.3%	$2.45M 10,412 shares@ $235.28 avg price	Increased 2.98%
XMHQInvesco Exchange Traded Fd Tr S&p Mdcp Quality Recent Activity Increased 12.29%	1.25%	$2.364M 24,005 shares@ $98.48 avg price	Increased 12.29%
AIQGlobal X Fds Artificial Etf Recent Activity Decreased -6.15%	1.24%	$2.334M 60,403 shares@ $38.65 avg price	Decreased -6.15%
MGCVanguard Mega Cap Index Fund Recent Activity Increased 8.43%	1.14%	$2.146M 10,091 shares@ $212.67 avg price	Increased 8.43%
SCHPSchwab Strategic Tr Us Tips Etf Recent Activity Increased 101.06%	1.09%	$2.054M 79,503 shares@ $25.83 avg price	Increased 101.06%
MSFTMicrosoft Corp Recent Activity Decreased -1.13%	1.08%	$2.048M 4,859 shares@ $421.52 avg price	Decreased -1.13%
CORPPimco Investment Grade Corporate Bond Index Etf Recent Activity Decreased -1.76%	0.97%	$1.834M 19,288 shares@ $95.1 avg price	Decreased -1.76%
IWPIshares Tr Rus Md Cp Gr Etf Recent Activity Decreased -0.46%	0.84%	$1.586M 12,514 shares@ $126.75 avg price	Decreased -0.46%