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
476
$416K 0.03%
4,834
+194
477
$415K 0.03%
+1,289
478
$415K 0.03%
3,031
-388
479
$414K 0.03%
3,523
-1,072
480
$413K 0.03%
2,443
-344
481
$413K 0.03%
9,260
-4
482
$404K 0.03%
36,900
-944
483
$404K 0.03%
4,965
-14
484
$404K 0.03%
13,046
+2,961
485
$403K 0.03%
8,630
+3,427
486
$402K 0.03%
1,959
-1,239
487
$402K 0.03%
5,684
+662
488
$402K 0.03%
12,421
+128
489
$401K 0.03%
9,692
-1,420
490
$400K 0.03%
35,081
+343
491
$400K 0.03%
5,246
-938
492
$398K 0.03%
2,835
+1,486
493
$397K 0.03%
+7,491
494
$396K 0.03%
13,096
+1,432
495
$394K 0.03%
21,800
-3,275
496
$393K 0.03%
15,978
-1,376
497
$392K 0.03%
2,863
+839
498
$388K 0.03%
11,612
+345
499
$387K 0.03%
3,859
+1,414
500
$387K 0.03%
1,294
+350
18 19
20
21 22