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
401
$544K 0.05%
29,171
-595
402
$543K 0.05%
5,378
-691
403
$540K 0.05%
3,071
+162
404
$538K 0.05%
28,076
+477
405
$535K 0.04%
13,938
-2,229
406
$533K 0.04%
1,228
-86
407
$527K 0.04%
11,401
-5,803
408
$525K 0.04%
1,964
-102
409
$522K 0.04%
9,964
-1,642
410
$519K 0.04%
1,719
-63
411
$517K 0.04%
+2,331
412
$516K 0.04%
7,258
-1,524
413
$514K 0.04%
5,653
+2,688
414
$514K 0.04%
2,757
-614
415
$514K 0.04%
2,280
-186
416
$505K 0.04%
10,328
-708
417
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13,018
-2,326
418
$504K 0.04%
+19,823
419
$503K 0.04%
10,921
-853
420
$501K 0.04%
6,360
+96
421
$499K 0.04%
16,780
-1,393
422
$497K 0.04%
1,509
-38
423
$497K 0.04%
15,176
-44
424
$495K 0.04%
8,047
+2,221
425
$495K 0.04%
1,433
-176
15 16
17
18 19