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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$827K 0.07%
30,746
+2,504
227
$820K 0.07%
4,744
+244
228
$806K 0.07%
68,292
-27,571
229
$798K 0.07%
7,727
+1,700
230
$797K 0.07%
23,200
-5,164
231
$796K 0.07%
18,492
+285
232
$792K 0.07%
4,060
+688
233
$791K 0.07%
14,068
-955
234
$789K 0.07%
6,831
-73
235
$779K 0.07%
7,690
-478
236
$776K 0.07%
28,034
+929
237
$774K 0.07%
34,783
+5,287
238
$772K 0.07%
11,667
+245
239
$769K 0.07%
264,266
+30,447
240
$768K 0.07%
12,614
+1,810
241
$763K 0.07%
3,522
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242
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4,839
+1,630
243
$754K 0.07%
13,010
+7,367
244
$747K 0.07%
114,607
+45,577
245
$747K 0.07%
4,356
+102
246
$742K 0.07%
6,016
+1,579
247
$730K 0.06%
5,680
248
$720K 0.06%
10,684
+460
249
$718K 0.06%
20,662
-3,618
250
$718K 0.06%
18,101
-8,602
8 9
10
11 12