FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$6.8M
3
+$4.82M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.76M
5
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$3.61M

Top Sells

1
+$9.47M
2
+$7.35M
3
+$4.29M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.9M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.48M

Sector Composition

1 Technology 8.88%
2 Healthcare 4.08%
3 Financials 3.87%
4 Consumer Discretionary 3.19%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$648K 0.05%
3,208
+665
352
$647K 0.05%
26,536
+12,080
353
$644K 0.05%
+4,867
354
$643K 0.05%
3,224
-1,162
355
$641K 0.05%
6,927
+1,091
356
$638K 0.05%
13,945
+3,938
357
$637K 0.05%
3,724
-937
358
$635K 0.05%
24,227
+1,338
359
$625K 0.05%
13,132
+605
360
$619K 0.05%
3,010
+232
361
$614K 0.05%
20,984
-644
362
$612K 0.05%
20,881
+2,621
363
$612K 0.05%
+25,681
364
$608K 0.05%
12,059
-1,516
365
$606K 0.05%
5,593
-1,372
366
$606K 0.05%
4,555
-925
367
$606K 0.05%
4,242
+2,184
368
$605K 0.05%
17,277
+2,423
369
$605K 0.05%
3,554
+1,133
370
$604K 0.05%
4,630
-858
371
$604K 0.05%
18,244
+1,286
372
$601K 0.05%
17,376
+2,586
373
$601K 0.05%
4,603
+380
374
$596K 0.05%
17,462
+4,348
375
$595K 0.05%
1,279
-146
13 14
15
16 17