FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
-0.19%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.19B
AUM Growth
-$11.9M
(-0.99%)
Cap. Flow
-$565K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
24.26%
Holding
820
New
70
Increased
279
Reduced
387
Closed
84
Top Buys
Top Sells
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$9.47M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$7.35M |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
$4.29M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.9M |
| 5 |
FT Vest US Equity Buffer ETF June
FJUN
|
$1.48M |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Healthcare | 4.05% |
| 3 | Financials | 3.87% |
| 4 | Consumer Discretionary | 3.19% |
| 5 | Industrials | 2.88% |
