FI
| |
Freed Investment Group13F | |
| Freed Investment Group | |
| Last update 2021-11-15 | 16 Stocks (2 new) |
| Value $131.00 Mil | Turnover 2 % |
Freed Investment Group Top Holdings of 2021-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONEQ | Fidelity Nasdaq Composite Tracking Stock | 777,052 | 43,655.0 | +0.35% | 33.280 | +0.12% | 1.050 | -12.47% | -13.15% | 7,984.5 | ||
IVV | iShares Core S&P 500 ETF | 90,048 | 38,794.0 | +2.35% | 29.570 | +0.68% | 0.010 | -7.66% | -8.50% | 557,170.3 | ||
AAPL | Apple Inc | 59,199 | 8,377.0 | +4.39% | 6.390 | +0.27% | 0.000 | -16.25% | -20.79% | 2,976,623.8 | Hardware | |
AMZN | Amazon.com Inc | 44,260 | 7,270.0 | -0.54% | 5.540 | -0.03% | 0.000 | -15.56% | -15.73% | 1,961,907.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 24,979 | 7,042.0 | +0.88% | 5.370 | +0.05% | 0.000 | -7.09% | -7.66% | 2,887,730.4 | Software | |
DIA | SPDR Dow Jones Industrial Average ETF | 20,523 | 6,943.0 | -5.56% | 5.290 | -0.32% | 0.020 | -3.79% | -5.19% | 35,445.6 | ||
V | Visa Inc | 25,902 | 5,770.0 | +0.75% | 4.400 | +0.03% | 0.000 | +8.53% | +5.67% | 643,132.3 | Credit Services | |
GOOG | Alphabet Inc | 40,840 | 5,443.0 | +0.10% | 4.150 | 0% | 0.000 | -17.39% | -16.20% | 1,927,959.8 | Interactive Media | |
GOOGL | Alphabet Inc | 38,040 | 5,085.0 | 0% | 3.880 | 0% | 0.000 | -18.08% | -16.89% | 1,927,959.8 | Interactive Media | |
PMVP | PMV Pharmaceuticals Inc | 24,880 | 741.0 | New Holding | 0.560 | +0.56% | 0.050 | -40.27% | -42.25% | 45.3 | Biotechnology |
Freed Investment Group's Historical Top Holdings Breakdowns
Freed Investment Group Total Holding History ($B)
Freed Investment Group's Asset Allocation
Freed Investment Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Freed Investment Group's Hypothetical Growth since 2021-09-30
Freed Investment Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Freed Investment Group's Holdings Heat Map
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Freed Investment Group's Holdings Bubble Chart
Freed Investment Group News
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