Freedom Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$8.72M |
| 2 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$5.96M |
| 3 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$5.91M |
| 4 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$5.58M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity MSCI Financials Index ETF
FNCL
|
+$15.6M |
| 2 |
Vanguard Energy ETF
VDE
|
+$9.71M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$9.69M |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$4.98M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$4.97M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.12% |
| 2 | Healthcare | 8.69% |
| 3 | Financials | 6.75% |
| 4 | Consumer Discretionary | 6.3% |
| 5 | Industrials | 4.99% |
Similar funds
Freedom Investment Management's Q4 2021 Portfolio in Review
As of Q4 2021, Freedom Investment Management held 933 positions worth $1.36B, up 4.3% from $1.31B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Freedom Investment Management's Q4 2021 filing shows 123 new, 271 increased, 464 reduced and 73 closed positions. Its largest new stake was iShares 0-5 Year Investment Grade Corporate Bond ETF: 170,159 shares worth $8.69M. The largest sale was Fidelity MSCI Financials Index ETF, an estimated $15.6M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 15% a quarter earlier, followed by Healthcare and Financials.
- Freedom Investment Management's largest Q4 2021 buy was iShares 0-5 Year Investment Grade Corporate Bond ETF: 170,159 shares worth $8.69M.
- Freedom Investment Management added most to State Street Blackstone Senior Loan ETF in Q4 2021, an estimated $5.96M increase.
- Freedom Investment Management's biggest Q4 2021 reduction was Fidelity MSCI Financials Index ETF, cutting an estimated $15.6M.
- Freedom Investment Management fully exited State Street Communication Services Select Sector SPDR ETF in Q4 2021, selling an estimated $2.69M.
- Freedom Investment Management's ten largest holdings make up 15% of its $1.36B portfolio in Q4 2021.
- Freedom Investment Management opened 123 new positions and closed 73 in Q4 2021.
- Freedom Investment Management's portfolio value rose 4.3% quarter-over-quarter to $1.36B.
Based on Freedom Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.