Fund Universe

← Fund Universe

☆Freedom Together Foundation

CIK 0002002798 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.960
AUM ($M)
867
Positions
2
Turnover
0.01
Top-10 wt
100%
Herfindahl
0.606
History (qtrs)
6
Excess Return
-4.7%

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Quarter
Activity this period
Security type

Holdings · 2 positions · portfolio value $867M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 73.0% +0.7% 632.8 847,400 +0 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD ETP 27.0% -0.7% 234.0 1,100,000 +0 5 -4.7%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 867 2 0.01 100% 0.606 0.959 — in
2026Q1 762 2 0.01 100% 0.599 0.955 — in
2025Q4 789 2 0.03 100% 0.608 0.940 — in
2025Q3 874 2 0.01 100% 0.636 0.954 — in
2025Q2 817 2 0.24 100% 0.630 0.758 — entered
2025Q1 765 22 0.00 98% 0.834 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status