FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$933K 0.07%
20,406
-10,546
227
$931K 0.07%
22,127
+12,909
228
$929K 0.07%
7,894
-4,426
229
$902K 0.07%
17,893
+10,615
230
$902K 0.07%
18,315
-7,587
231
$900K 0.07%
25,436
-55,946
232
$899K 0.07%
16,748
+1,226
233
$889K 0.07%
9,668
-3,021
234
$887K 0.07%
32,667
+24,319
235
$887K 0.07%
10,016
+6,137
236
$886K 0.07%
11,527
-23,291
237
$883K 0.07%
32,739
+19,912
238
$878K 0.07%
31,104
+3,304
239
$871K 0.07%
531,221
+454,457
240
$857K 0.07%
20,802
+16,466
241
$845K 0.06%
7,812
+2,464
242
$842K 0.06%
7,923
-4,532
243
$835K 0.06%
117,256
+103,719
244
$834K 0.06%
2,189
-54,033
245
$820K 0.06%
6,675
+4,169
246
$820K 0.06%
27,842
-82,730
247
$812K 0.06%
13,537
-8,863
248
$806K 0.06%
12,105
+7,968
249
$806K 0.06%
5,779
+2,665
250
$793K 0.06%
11,725
-53,504
8 9
10
11 12