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
51
$4.45M 0.37%
46,181
+4,846
52
$4.41M 0.37%
176,273
+26,300
53
$4.27M 0.36%
81,326
-2,227
54
$4.1M 0.34%
39,160
+1,385
55
$3.69M 0.31%
46,766
-760
56
$3.61M 0.3%
+71,374
57
$3.46M 0.29%
60,432
-1,948
58
$3.46M 0.29%
38,212
-646
59
$3.45M 0.29%
128,043
-4,331
60
$3.3M 0.28%
3,995
-108
61
$3.21M 0.27%
64,283
-1,335
62
$3.2M 0.27%
78,498
-3,228
63
$3.16M 0.27%
5,621
+2,960
64
$2.96M 0.25%
37,530
-36,787
65
$2.95M 0.25%
36,161
-1,934
66
$2.95M 0.25%
57,263
-1,943
67
$2.94M 0.25%
5,357
-440
68
$2.9M 0.24%
42,477
-13,830
69
$2.9M 0.24%
48,454
-1,573
70
$2.88M 0.24%
59,082
+2,900
71
$2.82M 0.24%
117,669
-4,119
72
$2.8M 0.24%
7,993
-170
73
$2.77M 0.23%
18,056
+1,283
74
$2.74M 0.23%
16,532
+517
75
$2.74M 0.23%
94,471
-2,102
1 2
3
4 5