FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
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
TDG icon
376
TransDigm Group
TDG
$72.8B
$595K 0.05%
430
-17
GWX icon
377
SPDR S&P International Small Cap ETF
GWX
$914M
$594K 0.05%
18,587
+3,256
MSTR icon
378
Strategy Inc
MSTR
$70.9B
$592K 0.05%
2,054
-1,947
KGC icon
379
Kinross Gold
KGC
$27.4B
$591K 0.05%
46,874
-12,450
JD icon
380
JD.com
JD
$45.1B
$591K 0.05%
14,373
-3,605
PSLV icon
381
Sprott Physical Silver Trust
PSLV
$8.63B
$591K 0.05%
50,921
-1,717
JCI icon
382
Johnson Controls International
JCI
$72.7B
$585K 0.05%
+7,299
CYBR icon
383
CyberArk
CYBR
$25.6B
$584K 0.05%
1,728
-221
IAG icon
384
IAMGOLD
IAG
$6.3B
$582K 0.05%
93,139
-15,608
SUPV
385
Grupo Supervielle
SUPV
$1.1B
$580K 0.05%
44,386
+1,862
BK icon
386
Bank of New York Mellon
BK
$75.3B
$579K 0.05%
6,899
+2,137
TW icon
387
Tradeweb Markets
TW
$22.4B
$577K 0.05%
3,887
-306
NICE icon
388
Nice
NICE
$8.02B
$572K 0.05%
+3,711
GGAL icon
389
Galicia Financial Group
GGAL
$9.52B
$572K 0.05%
10,497
+790
MDLZ icon
390
Mondelez International
MDLZ
$72.4B
$569K 0.05%
8,386
+80
NMR icon
391
Nomura Holdings
NMR
$20.5B
$568K 0.05%
92,332
-13,371
TS icon
392
Tenaris
TS
$20.7B
$564K 0.05%
14,408
-1,359
MFG icon
393
Mizuho Financial
MFG
$82.8B
$563K 0.05%
+102,215
NWG icon
394
NatWest
NWG
$61.1B
$563K 0.05%
47,244
-9,388
RSPF icon
395
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$313M
$563K 0.05%
7,759
-853
SNEX icon
396
StoneX
SNEX
$4.44B
$560K 0.05%
7,326
-2,588
PAAS icon
397
Pan American Silver
PAAS
$14B
$551K 0.05%
21,341
-4,953
TOL icon
398
Toll Brothers
TOL
$12.9B
$550K 0.05%
5,206
+909
TTE icon
399
TotalEnergies
TTE
$132B
$549K 0.05%
8,485
-1,136
RTX icon
400
RTX Corp
RTX
$235B
$547K 0.05%
4,127
-1,436
14 15
16
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