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
576
$312K 0.03%
7,657
+537
577
$311K 0.03%
+2,999
578
$310K 0.03%
3,028
+1,186
579
$310K 0.03%
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580
$309K 0.03%
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-641
581
$309K 0.03%
2,653
-661
582
$308K 0.03%
1,269
-107
583
$306K 0.03%
+9,419
584
$305K 0.03%
2,505
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585
$305K 0.03%
2,935
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586
$304K 0.03%
1,326
-81
587
$303K 0.03%
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588
$303K 0.03%
3,869
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589
$303K 0.03%
1,963
-126
590
$302K 0.03%
1,341
+159
591
$302K 0.03%
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592
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593
$300K 0.03%
6,531
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594
$299K 0.03%
+3,045
595
$298K 0.03%
14,867
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596
$296K 0.02%
3,409
+24
597
$295K 0.02%
12,490
-248
598
$295K 0.02%
9,353
-2,087
599
$293K 0.02%
12,461
-244
600
$293K 0.02%
4,286
-247
22 23
24
25 26