Freed Investment Group

CIK

1844877

Location

BOSTON, MA

Portfolio Value

Micro $15,480,802

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,280 / 5,925 ▲ 25

Top Industry

Consumer Electronics 35.9%

3Y Alpha vs SPY

-7.9%

Period ended 4 years ago

Filed Nov 15, 2021 · 4y

4 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.9%

SPY

+78.1%

Annualised alpha

-7.8%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

11 positions · as of Sep 30, 2021 · Δ vs Jun 30, 2021

Top Position

27.4%

+1.2 pts

Top 5

94.5%

−1.7 pts

Top 10

99.8%

−0.2 pts

HHI

2,167

Moderately concentrated−88

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2021

Sector	% Portfolio	Value	Positions
Technology	50.7%	$15,480,802	3
Unclassified	23.6%	$7,204,500	2
Financial Services	18.9%	$5,769,670	1
Healthcare	4.9%	$1,485,352	3
Consumer Cyclical	1.2%	$363,489	1
Communication Services	0.8%	$254,251	1

Last Quarter's Activity

Export CSV

Sep 30, 2021 vs Jun 30, 2021

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+2,489	59,199	$8,376,658
NVDA	Nvidia Corp	+2,247	2,996	$62,065
MSFT	Microsoft Corp	+219	24,979	$7,042,079
V	Visa Inc.	+192	25,902	$5,769,670
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	−1,209	20,523	$6,942,725
SPY	Spdr S&P 500 ETF Trust	−12	610	$261,775
AMZN	Amazon Com Inc	−12	2,213	$363,489
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PMVP	PMV Pharmaceuticals, Inc.	24,880	$741,424
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $15,480,802 total · Technology only · as of Sep 30, 2021

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	59,199	+2,489	$8,376,658	+7.8%	54.11%
MSFT	Microsoft Corp Technology	Added	24,979	+219	$7,042,079	+5.0%	45.49%
NVDA	Nvidia Corp Technology	Added	2,996	+2,247	$62,065	+314.3%	0.40%