FIM
Freedom Investment Management Portfolio holdings
AUM
$344M
1-Year Est. Return
21.19%
This Fund
S&P 500
1 Year Est. Return
+21.19%
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$255M
| – | – |
-11,338
|
|
||
727
FT Vest Fund of Buffer ETFs
BUFR
$8.59B
| – | – |
-204,464
|
|
||
728
Boston Properties
BXP
$8.48B
| – | – |
-11,540
|
|
||
729
CAE Inc
CAE
$8.93B
| – | – |
-14,685
|
|
||
730
Cal-Maine
CALM
$4.03B
| – | – |
-4,746
|
|
||
731
Carrier Global
CARR
$48.1B
| – | – |
-3,603
|
|
||
732
Casey's General Stores
CASY
$24.7B
| – | – |
-1,195
|
|
||
733
Caterpillar
CAT
$327B
| – | – |
-3,675
|
|
||
734
Chubb
CB
$129B
| – | – |
-1,396
|
|
||
735
Cadre Holdings
CDRE
$1.34B
| – | – |
-13,167
|
|
||
736
Constellation Energy
CEG
$115B
| – | – |
-2,043
|
|
||
737
Capital Group Dividend Value ETF
CGDV
$29.4B
| – | – |
-16,545
|
|
||
738
Capital Group Growth ETF
CGGR
$19.9B
| – | – |
-10,264
|
|
||
739
Capital Group International Equity ETF
CGIE
$1.88B
| – | – |
-6,752
|
|