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
IRM icon
476
Iron Mountain
IRM
$30.5B
$416K 0.03%
4,834
+194
FIX icon
477
Comfort Systems
FIX
$33.7B
$415K 0.03%
+1,289
APO icon
478
Apollo Global Management
APO
$74.7B
$415K 0.03%
3,031
-388
IWP icon
479
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$414K 0.03%
3,523
-1,072
DGX icon
480
Quest Diagnostics
DGX
$19.8B
$413K 0.03%
2,443
-344
FVD icon
481
First Trust Value Line Dividend Fund
FVD
$8.86B
$413K 0.03%
9,260
-4
SCS icon
482
Steelcase
SCS
$1.82B
$404K 0.03%
36,900
-944
UNM icon
483
Unum
UNM
$13.3B
$404K 0.03%
4,965
-14
SIMS icon
484
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$10.6M
$404K 0.03%
13,046
+2,961
USXF icon
485
iShares ESG Advanced MSCI USA ETF
USXF
$1.22B
$403K 0.03%
8,630
+3,427
RCL icon
486
Royal Caribbean
RCL
$70.2B
$402K 0.03%
1,959
-1,239
BMRN icon
487
BioMarin Pharmaceuticals
BMRN
$10.1B
$402K 0.03%
5,684
+662
BUG icon
488
Global X Cybersecurity ETF
BUG
$1.08B
$402K 0.03%
12,421
+128
IBKR icon
489
Interactive Brokers
IBKR
$31.5B
$401K 0.03%
9,692
-1,420
YYY icon
490
Amplify CEF High Income ETF
YYY
$605M
$400K 0.03%
35,081
+343
SANM icon
491
Sanmina
SANM
$8.9B
$400K 0.03%
5,246
-938
IYW icon
492
iShares US Technology ETF
IYW
$22.9B
$398K 0.03%
2,835
+1,486
SYF icon
493
Synchrony
SYF
$26.4B
$397K 0.03%
+7,491
SMIZ icon
494
Zacks Small/Mid Cap ETF
SMIZ
$148M
$396K 0.03%
13,096
+1,432
PHB icon
495
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$351M
$394K 0.03%
21,800
-3,275
CAE icon
496
CAE Inc
CAE
$8.73B
$393K 0.03%
15,978
-1,376
BIIB icon
497
Biogen
BIIB
$21.9B
$392K 0.03%
2,863
+839
CGUS icon
498
Capital Group Core Equity ETF
CGUS
$7.44B
$388K 0.03%
11,612
+345
AEE icon
499
Ameren
AEE
$27.6B
$387K 0.03%
3,859
+1,414
PSA icon
500
Public Storage
PSA
$48.4B
$387K 0.03%
1,294
+350
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