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
426
$494K 0.04%
103,330
+8,713
427
$494K 0.04%
6,539
+375
428
$493K 0.04%
4,734
+66
429
$492K 0.04%
11,116
+2,855
430
$491K 0.04%
4,981
+2,289
431
$491K 0.04%
166,405
-5,354
432
$489K 0.04%
5,118
-285
433
$488K 0.04%
19,407
+5,473
434
$488K 0.04%
2,246
+28
435
$484K 0.04%
594
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436
$482K 0.04%
1,539
+58
437
$481K 0.04%
7,939
+2,956
438
$481K 0.04%
4,999
-3,108
439
$476K 0.04%
4,757
+951
440
$475K 0.04%
19,755
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441
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6,755
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442
$474K 0.04%
4,637
-401
443
$474K 0.04%
2,826
-569
444
$473K 0.04%
3,801
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445
$472K 0.04%
11,759
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446
$470K 0.04%
6,563
-739
447
$467K 0.04%
493
-212
448
$466K 0.04%
17,070
+799
449
$463K 0.04%
15,774
-4,550
450
$462K 0.04%
2,229
-159
16 17
18
19 20