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
551
$337K 0.03%
+11,671
552
$337K 0.03%
754
-195
553
$337K 0.03%
+18,829
554
$336K 0.03%
23,626
+1,410
555
$335K 0.03%
6,986
+173
556
$335K 0.03%
9,458
-1,350
557
$333K 0.03%
6,367
+2,124
558
$333K 0.03%
10,209
-854
559
$331K 0.03%
6,010
+1,775
560
$330K 0.03%
+3,691
561
$330K 0.03%
6,959
+782
562
$327K 0.03%
1,790
-180
563
$326K 0.03%
5,182
-525
564
$325K 0.03%
8,999
-12,999
565
$324K 0.03%
3,391
+645
566
$323K 0.03%
9,506
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567
$321K 0.03%
2,099
+309
568
$320K 0.03%
7,918
-2,838
569
$319K 0.03%
510
+43
570
$319K 0.03%
10,171
+1,741
571
$318K 0.03%
8,630
+657
572
$318K 0.03%
1,342
+282
573
$315K 0.03%
5,717
-669
574
$315K 0.03%
7,215
+784
575
$314K 0.03%
2,856
-572
21 22
23
24 25