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
601
$292K 0.02%
12,615
-246
602
$292K 0.02%
14,560
-377
603
$292K 0.02%
9,948
+2,395
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605
$289K 0.02%
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607
$285K 0.02%
40,226
-5,878
608
$284K 0.02%
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609
$284K 0.02%
2,108
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4,430
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611
$282K 0.02%
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612
$281K 0.02%
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613
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614
$281K 0.02%
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615
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616
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11,241
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$273K 0.02%
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$271K 0.02%
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624
$271K 0.02%
11,924
-261
625
$270K 0.02%
3,204
-240
23 24
25
26 27