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
676
$226K 0.02%
+4,142
677
$225K 0.02%
13,546
-12,833
678
$225K 0.02%
+6,116
679
$225K 0.02%
13,771
-13,927
680
$223K 0.02%
8,639
-13
681
$223K 0.02%
+3,824
682
$223K 0.02%
+6,522
683
$221K 0.02%
+4,081
684
$220K 0.02%
2,904
+502
685
$220K 0.02%
5,939
-658
686
$219K 0.02%
431
-43
687
$218K 0.02%
+7,069
688
$216K 0.02%
2,996
-1,876
689
$216K 0.02%
4,292
+395
690
$215K 0.02%
117
-17
691
$215K 0.02%
+7,061
692
$215K 0.02%
+5,157
693
$213K 0.02%
751
-40
694
$213K 0.02%
6,895
-257
695
$212K 0.02%
+1,228
696
$211K 0.02%
+7,746
697
$210K 0.02%
25,867
-4,394
698
$209K 0.02%
+3,572
699
$209K 0.02%
4,487
-145
700
$209K 0.02%
19,876
-870
26 27
28
29 30