FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$6.8M
3
+$4.82M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.76M
5
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$3.61M

Top Sells

1
+$9.47M
2
+$7.35M
3
+$4.29M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.9M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.48M

Sector Composition

1 Technology 8.88%
2 Healthcare 4.08%
3 Financials 3.87%
4 Consumer Discretionary 3.19%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.72M 0.23%
42,615
+448
77
$2.61M 0.22%
106,133
-709
78
$2.61M 0.22%
8,353
+56
79
$2.56M 0.21%
10,288
+95
80
$2.39M 0.2%
46,854
+41,759
81
$2.39M 0.2%
60,663
-950
82
$2.37M 0.2%
18,094
+627
83
$2.3M 0.19%
45,287
-1,405
84
$2.3M 0.19%
87,173
+35,119
85
$2.28M 0.19%
44,781
+14,159
86
$2.28M 0.19%
8,457
-337
87
$2.26M 0.19%
28,925
+2,923
88
$2.26M 0.19%
4,113
-658
89
$2.25M 0.19%
4,303
+60
90
$2.25M 0.19%
47,325
-24,766
91
$2.25M 0.19%
+34,146
92
$2.24M 0.19%
4,629
-126
93
$2.24M 0.19%
36,312
+1,861
94
$2.18M 0.18%
+44,681
95
$2.17M 0.18%
23,300
-2,550
96
$2.14M 0.18%
51,812
+47
97
$2.13M 0.18%
24,278
+961
98
$2.12M 0.18%
18,905
+7,894
99
$2.11M 0.18%
8,130
+687
100
$2.1M 0.18%
4,088
+71
2 3
4
5 6