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
151
$1.44M 0.12%
4,270
-32
152
$1.41M 0.12%
55,711
-24,188
153
$1.41M 0.12%
305
-13
154
$1.41M 0.12%
4,266
-46
155
$1.41M 0.12%
10,325
-2,006
156
$1.4M 0.12%
24,327
-837
157
$1.4M 0.12%
16,880
+12,445
158
$1.4M 0.12%
14,158
+424
159
$1.4M 0.12%
19,866
+660
160
$1.39M 0.12%
30,086
+24,089
161
$1.38M 0.12%
9,521
-2,212
162
$1.36M 0.11%
16,416
-2,791
163
$1.35M 0.11%
+23,806
164
$1.35M 0.11%
10,501
+6,515
165
$1.34M 0.11%
14,041
-974
166
$1.33M 0.11%
5,469
-1,020
167
$1.33M 0.11%
4,035
+678
168
$1.33M 0.11%
23,414
-1,880
169
$1.29M 0.11%
28,445
+5,006
170
$1.29M 0.11%
4,733
-450
171
$1.28M 0.11%
9,673
+881
172
$1.27M 0.11%
13,616
-8,214
173
$1.27M 0.11%
12,109
-1,133
174
$1.27M 0.11%
25,276
+221
175
$1.27M 0.11%
6,156
-650
5 6
7
8 9