FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
This Quarter Return
+1.21%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.22B
AUM Growth
+$1.22B
(-2.1%)
Cap. Flow
-$24.4M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
23.12%
Holding
888
New
102
Increased
307
Reduced
362
Closed
116
Top Buys
| 1 |
NVIDIA
NVDA
|
$10.2M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$9.83M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$8.98M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
$5.61M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$5.48M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$14.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.15M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$4.96M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.05M |
| 5 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$2.85M |
Sector Composition
| 1 | Technology | 9.57% |
| 2 | Healthcare | 4.58% |
| 3 | Financials | 3.46% |
| 4 | Industrials | 3.11% |
| 5 | Consumer Discretionary | 3.1% |
