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
WIT icon
451
Wipro
WIT
$27B
$460K 0.04%
150,441
-21,297
ORLY icon
452
O'Reilly Automotive
ORLY
$79.4B
$455K 0.04%
4,770
+210
GSK icon
453
GSK
GSK
$94.1B
$452K 0.04%
11,660
-57
IGF icon
454
iShares Global Infrastructure ETF
IGF
$8.22B
$448K 0.04%
8,203
+960
CEG icon
455
Constellation Energy
CEG
$113B
$448K 0.04%
2,220
-98
IONQ icon
456
IonQ
IONQ
$18.5B
$447K 0.04%
+20,273
AVEM icon
457
Avantis Emerging Markets Equity ETF
AVEM
$13.6B
$444K 0.04%
+7,379
AES icon
458
AES
AES
$9.57B
$441K 0.04%
35,517
+5,814
GUNR icon
459
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.12B
$440K 0.04%
11,336
+2,319
CMRE icon
460
Costamare
CMRE
$1.56B
$439K 0.04%
44,662
+9,985
RSPD icon
461
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$218M
$439K 0.04%
8,803
-1,170
GPK icon
462
Graphic Packaging
GPK
$5.05B
$439K 0.04%
16,913
-1,151
TNL icon
463
Travel + Leisure Co
TNL
$4.03B
$438K 0.04%
9,472
+920
SHY icon
464
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$438K 0.04%
5,292
-798
CDRE icon
465
Cadre Holdings
CDRE
$1.73B
$437K 0.04%
14,772
+1,639
EMR icon
466
Emerson Electric
EMR
$77.5B
$432K 0.04%
3,943
+113
FTNT icon
467
Fortinet
FTNT
$65.3B
$432K 0.04%
4,486
-265
IHG icon
468
InterContinental Hotels
IHG
$18.4B
$431K 0.04%
3,929
+166
XEL icon
469
Xcel Energy
XEL
$48.3B
$430K 0.04%
6,071
-668
MSI icon
470
Motorola Solutions
MSI
$65.7B
$422K 0.04%
964
-91
BND icon
471
Vanguard Total Bond Market
BND
$137B
$422K 0.04%
5,740
+1,147
NDAQ icon
472
Nasdaq
NDAQ
$49B
$421K 0.04%
5,556
-384
BBAI icon
473
BigBear.ai
BBAI
$2.5B
$419K 0.04%
146,491
-29,937
AGX icon
474
Argan
AGX
$4.19B
$418K 0.04%
3,188
+1,034
LRCX icon
475
Lam Research
LRCX
$196B
$416K 0.03%
5,724
-520
17 18
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