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
201
$1.13M 0.09%
30,927
+4,798
202
$1.12M 0.09%
27,320
-22
203
$1.12M 0.09%
4,181
+1,589
204
$1.11M 0.09%
36,803
+5,067
205
$1.1M 0.09%
56,696
+2,880
206
$1.09M 0.09%
4,793
-1,123
207
$1.09M 0.09%
4,824
-388
208
$1.09M 0.09%
16,040
-1,197
209
$1.09M 0.09%
7,451
+1,152
210
$1.08M 0.09%
55,234
+3,036
211
$1.08M 0.09%
12,008
-386
212
$1.08M 0.09%
20,944
+3,315
213
$1.07M 0.09%
12,500
-606
214
$1.07M 0.09%
44,667
-2,916
215
$1.07M 0.09%
1,818
-134
216
$1.07M 0.09%
4,426
-943
217
$1.07M 0.09%
28,653
+2,579
218
$1.07M 0.09%
11,492
+5,937
219
$1.07M 0.09%
4,810
+1,004
220
$1.07M 0.09%
16,820
+2,009
221
$1.07M 0.09%
11,983
+7,897
222
$1.06M 0.09%
9,146
+510
223
$1.06M 0.09%
+33,903
224
$1.06M 0.09%
6,793
+521
225
$1.06M 0.09%
4,575
+1,258
7 8
9
10 11