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
526
$353K 0.03%
4,884
-165
527
$353K 0.03%
443
-304
528
$352K 0.03%
17,389
-2,235
529
$351K 0.03%
4,760
+423
530
$351K 0.03%
23,185
-1,520
531
$350K 0.03%
9,026
+230
532
$350K 0.03%
11,421
-1,502
533
$350K 0.03%
5,164
-308
534
$348K 0.03%
11,905
-14,928
535
$348K 0.03%
6,628
+360
536
$348K 0.03%
16,354
-626
537
$348K 0.03%
1,401
+349
538
$347K 0.03%
+6,424
539
$346K 0.03%
8,398
+2,168
540
$345K 0.03%
5,363
+511
541
$345K 0.03%
1,584
+41
542
$344K 0.03%
4,743
-899
543
$341K 0.03%
38,907
-132
544
$340K 0.03%
9,091
+596
545
$340K 0.03%
8,200
-631
546
$339K 0.03%
14,157
-1,807
547
$339K 0.03%
1,796
-1,767
548
$338K 0.03%
2,882
-89
549
$338K 0.03%
8,026
+309
550
$338K 0.03%
+5,564
20 21
22
23 24