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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.07%
20,336
+4,559
227
$1.19M 0.07%
18,851
+736
228
$1.19M 0.07%
32,908
-4,892
229
$1.18M 0.07%
19,275
+389
230
$1.18M 0.07%
7,171
-1,323
231
$1.17M 0.07%
7,069
-823
232
$1.17M 0.07%
12,194
+160
233
$1.17M 0.07%
19,625
+3,534
234
$1.16M 0.07%
+26,709
235
$1.16M 0.07%
17,542
-3,250
236
$1.16M 0.07%
25,772
+7,338
237
$1.15M 0.07%
14,292
-140
238
$1.15M 0.07%
12,769
-561
239
$1.15M 0.07%
9,296
+1,266
240
$1.15M 0.07%
11,287
+2,923
241
$1.14M 0.07%
20,431
+5,461
242
$1.14M 0.07%
25,571
+9,406
243
$1.13M 0.07%
8,268
+2,219
244
$1.12M 0.07%
18,451
-491
245
$1.12M 0.07%
20,672
+3,021
246
$1.11M 0.06%
13,934
+3,245
247
$1.11M 0.06%
38,111
-7,393
248
$1.11M 0.06%
39,280
-364
249
$1.1M 0.06%
35,174
+7,899
250
$1.1M 0.06%
42,132
+3,984
8 9
10
11 12