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FIM
Freedom Investment Management Portfolio holdings
AUM
$337M
1-Year Est. Return
22.95%
This Fund
S&P 500
1 Year Est. Return
+22.95%
AUM
$378M
AUM Growth
-$875M
(-70%)
Holding
739
Top Buys
| 1 | +$1.45M | |
| 2 | +$724K | |
| 3 | +$521K | |
| 4 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$486K |
| 5 |
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
|
+$473K |
Top Sells
| 1 | +$59.5M | |
| 2 | +$22.9M | |
| 3 | +$20.3M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$18.4M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$15.3M |
Sector Composition
| 1 | Technology | 1.34% |
| 2 | Financials | 0.48% |
| 3 | Communication Services | 0.33% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Healthcare | 0.12% |