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
126
$1.71M 0.14%
2,517
-139
127
$1.7M 0.14%
28,860
-198
128
$1.69M 0.14%
22,074
+456
129
$1.67M 0.14%
3,356
-335
130
$1.67M 0.14%
18,005
+17
131
$1.64M 0.14%
64,154
-7,395
132
$1.61M 0.13%
8,452
+109
133
$1.6M 0.13%
31,709
-733
134
$1.59M 0.13%
20,233
-3,482
135
$1.58M 0.13%
5,673
+303
136
$1.56M 0.13%
114,449
+24,300
137
$1.54M 0.13%
+8,873
138
$1.53M 0.13%
24,038
+2,456
139
$1.53M 0.13%
1,616
-84
140
$1.51M 0.13%
24,819
+2,953
141
$1.51M 0.13%
8,399
-475
142
$1.5M 0.13%
33,902
-1,945
143
$1.49M 0.13%
3,896
-323
144
$1.49M 0.12%
71,957
+16,528
145
$1.47M 0.12%
13,273
-718
146
$1.47M 0.12%
3,140
-1,448
147
$1.47M 0.12%
36,272
+7,044
148
$1.45M 0.12%
8,760
-1,396
149
$1.44M 0.12%
20,804
+3,406
150
$1.44M 0.12%
12,105
-294
4 5
6
7 8