FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.67M
3
+$8.07M
4
USRT icon
iShares Core US REIT ETF
USRT
+$6.67M
5
HMY icon
Harmony Gold Mining
HMY
+$5.77M

Top Sells

1
+$42.4M
2
+$15.4M
3
+$13.7M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.36%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.56M 0.08%
15,033
-2,126
227
$1.56M 0.08%
31,428
+2,352
228
$1.55M 0.08%
33,916
+1,521
229
$1.55M 0.08%
80,611
-444
230
$1.55M 0.08%
97,494
+32,523
231
$1.55M 0.08%
47,193
+1,929
232
$1.55M 0.08%
26,697
+1,438
233
$1.54M 0.08%
65,749
+5,606
234
$1.54M 0.08%
10,421
-573
235
$1.54M 0.08%
22,100
-710
236
$1.53M 0.08%
27,563
+74
237
$1.52M 0.08%
20,925
-591
238
$1.5M 0.08%
15,074
-764
239
$1.5M 0.08%
18,529
+337
240
$1.5M 0.08%
8,945
+2,919
241
$1.5M 0.08%
113,095
+7,675
242
$1.49M 0.08%
13,705
+22
243
$1.47M 0.08%
52,841
+18,108
244
$1.46M 0.07%
51,204
-2,268
245
$1.45M 0.07%
16,744
+12,558
246
$1.45M 0.07%
36,672
+5,012
247
$1.44M 0.07%
10,549
-1,158
248
$1.44M 0.07%
20,094
+1,303
249
$1.44M 0.07%
+10,378
250
$1.43M 0.07%
14,082
-1,429
8 9
10
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