Freedom Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$11.8M |
| 2 |
VPU
Vanguard Utilities ETF
VPU
|
+$9.3M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$9.26M |
| 4 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
+$6.28M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$6.17M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Energy ETF
VDE
|
+$12.8M |
| 2 |
Fidelity MSCI Materials Index ETF
FMAT
|
+$6.43M |
| 3 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$5.79M |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$4.16M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$3.58M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.28% |
| 2 | Healthcare | 7.76% |
| 3 | Financials | 5.69% |
| 4 | Industrials | 5.12% |
| 5 | Energy | 3.75% |
Similar funds
Freedom Investment Management's Q1 2023 Portfolio in Review
As of Q1 2023, Freedom Investment Management held 815 positions worth $885M, down 0.38% from $888M the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Freedom Investment Management withdrew a net $34.4M in Q1 2023, closing 118 positions and reducing 424 holdings. Its most notable exit was iShares CMBS ETF, an estimated $2.95M position sold in full.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 11% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Freedom Investment Management opened a new position in Fidelity MSCI Consumer Staples Index ETF worth $6.41M.
- Freedom Investment Management's largest Q1 2023 buy was Fidelity MSCI Consumer Staples Index ETF: 141,928 shares worth $6.41M.
- Freedom Investment Management added most to iShares 20+ Year Treasury Bond ETF in Q1 2023, an estimated $11.8M increase.
- Freedom Investment Management's biggest Q1 2023 reduction was Vanguard Energy ETF, cutting an estimated $12.8M.
- Freedom Investment Management fully exited iShares CMBS ETF in Q1 2023, selling an estimated $2.95M.
- Freedom Investment Management's ten largest holdings make up 16% of its $885M portfolio in Q1 2023.
- Freedom Investment Management opened 113 new positions and closed 118 in Q1 2023.
- Freedom Investment Management's portfolio value fell 0.38% quarter-over-quarter to $885M.
Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.