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
501
$386K 0.03%
3,544
-100
502
$386K 0.03%
6,146
-50
503
$386K 0.03%
1,473
+34
504
$383K 0.03%
3,484
-3,084
505
$382K 0.03%
9,499
-742
506
$382K 0.03%
64,444
+2,253
507
$380K 0.03%
+12,870
508
$380K 0.03%
+3,441
509
$377K 0.03%
1,871
-183
510
$376K 0.03%
1,399
-132
511
$372K 0.03%
3,957
-121
512
$372K 0.03%
10,442
-427
513
$372K 0.03%
7,713
-1,058
514
$370K 0.03%
6,928
+1,019
515
$370K 0.03%
11,833
+74
516
$367K 0.03%
1,579
-75
517
$366K 0.03%
7,905
-180
518
$361K 0.03%
2,174
+78
519
$359K 0.03%
17,090
+187
520
$359K 0.03%
1,710
-33
521
$358K 0.03%
589
-264
522
$358K 0.03%
12,622
+4,551
523
$357K 0.03%
3,019
-519
524
$355K 0.03%
11,742
+2,632
525
$353K 0.03%
+7,177
19 20
21
22 23