Asset Manager
← All Institutions
True Freedom Investing, LLC
Market Value
$280M
Holdings
85
New Purchases
28
Added To
16
Closed
15
Reduced
24
Top 10 Concentration
75.0%
Turnover
50.6%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 20 | $54M | 19.4% |
| Large Cap | 51 | $131M | 46.9% |
| Mid Cap | 10 | $42M | 15.1% |
| Small Cap | 3 | $52M | 18.7% |
| Micro Cap | 1 | $125K | 0.0% |
Portfolio Analytics
Avg Market Cap
$330.4B
Median Market Cap
$70.0B
Avg P/E
52.9
Median P/E
28.8
Avg Dividend Yield
0.01%
Avg Beta
1.35
# Stocks
61
# ETFs / Funds
24
Top Holdings (85 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD | 12.44% | 98,047 | $35M | $355.47 | $6M | +2,893 | +3.0% | |
| 2 | IYW | 9.54% | 136,434 | $27M | $195.86 | $3M | -208 | -0.1% | |
| 3 | IYZ | 9.42% | 817,539 | $26M | $32.26 | $2M | +15,728 | +2.0% | |
| 4 | IDU | 9.18% | 231,733 | $26M | $110.90 | — | +231,733 | — | NEW |
| 5 | IYF | 9.17% | 202,895 | $26M | $126.64 | $2M | +6,339 | +3.2% | |
| 6 | BND | 5.86% | 220,497 | $16M | $74.37 | $2M | +31,235 | +16.5% | |
| 7 | XLE | 5.35% | 167,563 | $15M | $89.34 | $1M | +6,779 | +4.2% | |
| 8 | SSO | 4.96% | 123,958 | $14M | $112.13 | $1M | -3,267 | -2.6% | |
| 9 | QQQ | 4.63% | 21,597 | $13M | $600.36 | $376K | -1,226 | -5.4% | |
| 10 | IVW | 4.49% | 104,108 | $13M | $120.72 | $406K | -6,350 | -5.8% | |
| 11 | SPY | 4.36% | 18,311 | $12M | $666.19 | -$1M | -3,369 | -15.5% | |
| 12 | EEM | 3.45% | 180,731 | $10M | $53.40 | $478K | -9,422 | -5.0% | |
| 13 | EFA | 3.32% | 99,463 | $9M | $93.37 | $151K | -2,741 | -2.7% | |
| 14 | PLTR | 1.28% | 19,724 | $4M | $182.42 | $717K | -1,414 | -6.7% | |
| 15 | HYG | 0.65% | 22,351 | $2M | $81.19 | $365K | +4,380 | +24.4% | |
| 16 | LQD | 0.65% | 16,263 | $2M | $111.47 | $368K | +3,084 | +23.4% | |
| 17 | WDC | 0.53% | 12,285 | $1M | $120.06 | — | +12,285 | — | NEW |
| 18 | NVDA | 0.45% | 6,769 | $1M | $186.58 | $1M | +5,313 | +364.9% | |
| 19 | DIA | 0.44% | 2,639 | $1M | $463.74 | -$1M | -3,109 | -54.1% | |
| 20 | TPR | 0.42% | 10,398 | $1M | $113.22 | $292K | +318 | +3.1% | |
| 21 | AVGO | 0.41% | 3,471 | $1M | $329.91 | $252K | +231 | +7.1% | |
| 22 | SGOV | 0.40% | 11,244 | $1M | $100.70 | — | +11,244 | — | NEW |
| 23 | STX | 0.40% | 4,756 | $1M | $236.06 | — | +4,756 | — | NEW |
| 24 | IYR | 0.38% | 10,889 | $1M | $97.08 | -$1M | -13,621 | -55.6% | |
| 25 | AMD | 0.38% | 6,509 | $1M | $161.79 | — | +6,509 | — | NEW |
| 26 | IVE | 0.37% | 5,037 | $1M | $206.52 | $40K | -82 | -1.6% | |
| 27 | NEM | 0.35% | 11,519 | $971K | $84.31 | — | +11,519 | — | NEW |
| 28 | APH | 0.34% | 7,772 | $962K | $123.75 | $127K | -677 | -8.0% | |
| 29 | ORCL | 0.34% | 3,381 | $951K | $281.24 | — | +3,381 | — | NEW |
| 30 | GE | 0.33% | 3,109 | $935K | $300.82 | $120K | -60 | -1.9% | |
| 31 | GEV | 0.32% | 1,452 | $893K | $614.90 | $33K | -173 | -10.7% | |
| 32 | VST | 0.32% | 4,508 | $883K | $195.92 | $402 | -47 | -1.0% | |
| 33 | RCL | 0.29% | 2,497 | $808K | $323.58 | — | +2,497 | — | NEW |
| 34 | BA | 0.27% | 3,559 | $768K | $215.83 | — | +3,559 | — | NEW |
| 35 | HWM | 0.26% | 3,739 | $734K | $196.23 | -$261K | -1,607 | -30.1% | |
| 36 | NRG | 0.25% | 4,294 | $695K | $161.95 | -$131K | -852 | -16.6% | |
| 37 | JBL | 0.24% | 3,040 | $660K | $217.17 | -$11K | -36 | -1.2% | |
| 38 | DG | 0.22% | 6,072 | $628K | $103.35 | — | +6,072 | — | NEW |
| 39 | MRVL | 0.21% | 7,129 | $599K | $84.07 | — | +7,129 | — | NEW |
| 40 | DLTR | 0.21% | 6,150 | $580K | $94.37 | — | +6,150 | — | NEW |
| 41 | ORLY | 0.21% | 5,355 | $577K | $107.81 | $45K | -546 | -9.2% | |
| 42 | WBD | 0.17% | 24,750 | $483K | $19.53 | — | +24,750 | — | NEW |
| 43 | CELH | 0.16% | 7,997 | $460K | $57.49 | — | +7,997 | — | NEW |
| 44 | SCHX | 0.14% | 15,362 | $405K | $26.34 | $203K | +7,106 | +86.1% | |
| 45 | DASH | 0.14% | 1,487 | $404K | $271.99 | $55K | +71 | +5.0% | |
| 46 | SCHF | 0.14% | 17,075 | $398K | $23.28 | $174K | +6,943 | +68.5% | |
| 47 | SOFI | 0.13% | 14,101 | $373K | $26.42 | — | +14,101 | — | NEW |
| 48 | AMZN | 0.12% | 1,516 | $333K | $219.57 | -$544K | -2,480 | -62.1% | |
| 49 | HOOD | 0.12% | 2,284 | $327K | $143.18 | $83K | -326 | -12.5% | |
| 50 | CAR | 0.10% | 1,829 | $294K | $160.58 | — | +1,829 | — | NEW |
| 51 | APP | 0.10% | 407 | $292K | $718.54 | -$104K | -726 | -64.1% | |
| 52 | RBLX | 0.10% | 2,104 | $291K | $138.52 | $72K | +14 | +0.7% | |
| 53 | DFAS | 0.10% | 4,170 | $285K | $68.46 | — | +4,170 | — | NEW |
| 54 | HIMS | 0.10% | 4,934 | $280K | $56.72 | $57K | +467 | +10.4% | |
| 55 | VTI | 0.09% | 799 | $262K | $328.18 | $19K | — | — | |
| 56 | TLN | 0.09% | 613 | $261K | $425.38 | — | +613 | — | NEW |
| 57 | RKLB | 0.09% | 5,370 | $257K | $47.91 | — | +5,370 | — | NEW |
| 58 | MP | 0.09% | 3,752 | $252K | $67.07 | $25K | -3,072 | -45.0% | |
| 59 | APG | 0.09% | 6,995 | $240K | $34.37 | — | +6,995 | — | NEW |
| 60 | LRCX | 0.08% | 1,769 | $237K | $133.90 | — | +1,769 | — | NEW |
| 61 | MSFT | 0.08% | 456 | $236K | $518.01 | $24K | +30 | +7.0% | |
| 62 | IYC | 0.08% | 2,241 | $235K | $104.80 | -$24M | -236,783 | -99.1% | |
| 63 | PEP | 0.08% | 1,666 | $234K | $140.47 | $14K | — | — | |
| 64 | CVNA | 0.08% | 597 | $225K | $377.24 | — | +597 | — | NEW |
| 65 | ALGM | 0.08% | 7,698 | $225K | $29.20 | — | +7,698 | — | NEW |
| 66 | NET | 0.07% | 946 | $203K | $214.59 | — | +946 | — | NEW |
| 67 | IBKR | 0.07% | 2,931 | $202K | $68.81 | — | +2,931 | — | NEW |
| 68 | TSM | 0.07% | 722 | $202K | $279.29 | — | +722 | — | NEW |
| 69 | COIN | 0.07% | 594 | $200K | $337.49 | — | +594 | — | NEW |
| 70 | SRFM | 0.04% | 29,219 | $125K | $4.29 | — | +29,219 | — | NEW |
| 71 | NFLX | —% | — | — | — | -$799K | -597 | -100.0% | SOLD |
| 72 | T | —% | — | — | — | -$348K | -12,017 | -100.0% | SOLD |
| 73 | CAH | —% | — | — | — | -$677K | -4,029 | -100.0% | SOLD |
| 74 | JCI | —% | — | — | — | -$834K | -7,896 | -100.0% | SOLD |
| 75 | EQT | —% | — | — | — | -$857K | -14,699 | -100.0% | SOLD |
| 76 | MOS | —% | — | — | — | -$693K | -18,998 | -100.0% | SOLD |
| 77 | CRWD | —% | — | — | — | -$810K | -1,591 | -100.0% | SOLD |
| 78 | UGI | —% | — | — | — | -$368K | -10,116 | -100.0% | SOLD |
| 79 | EXEL | —% | — | — | — | -$243K | -5,507 | -100.0% | SOLD |
| 80 | CEG | —% | — | — | — | -$254K | -787 | -100.0% | SOLD |
| 81 | AXON | —% | — | — | — | -$1M | -1,209 | -100.0% | SOLD |
| 82 | PM | —% | — | — | — | -$827K | -4,541 | -100.0% | SOLD |
| 83 | VRSN | —% | — | — | — | -$665K | -2,301 | -100.0% | SOLD |
| 84 | MSTR | —% | — | — | — | -$378K | -935 | -100.0% | SOLD |
| 85 | TTWO | —% | — | — | — | -$989K | -4,073 | -100.0% | SOLD |