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
451
$460K 0.04%
150,441
-21,297
452
$455K 0.04%
4,770
+210
453
$452K 0.04%
11,660
-57
454
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8,203
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455
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2,220
-98
456
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457
$444K 0.04%
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458
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35,517
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459
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11,336
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461
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8,803
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462
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16,913
-1,151
463
$438K 0.04%
9,472
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464
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5,292
-798
465
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14,772
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468
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3,929
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964
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471
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5,740
+1,147
472
$421K 0.04%
5,556
-384
473
$419K 0.04%
146,491
-29,937
474
$418K 0.04%
3,188
+1,034
475
$416K 0.03%
5,724
-520
17 18
19
20 21