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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.5M 0.11%
7,559
+113
227
$1.49M 0.11%
32,738
+306
228
$1.48M 0.11%
5,761
+2,251
229
$1.47M 0.11%
28,841
-9,427
230
$1.46M 0.11%
+5,016
231
$1.45M 0.11%
36,776
+11
232
$1.44M 0.11%
42,370
+26,763
233
$1.44M 0.11%
16,273
+1,693
234
$1.43M 0.11%
15,409
+4,995
235
$1.42M 0.11%
12,490
+9,976
236
$1.41M 0.11%
38,053
+722
237
$1.4M 0.1%
7,766
+647
238
$1.39M 0.1%
11,983
-9,322
239
$1.39M 0.1%
4,833
+111
240
$1.39M 0.1%
57,370
-493
241
$1.38M 0.1%
17,613
-13,054
242
$1.38M 0.1%
29,565
+4,780
243
$1.37M 0.1%
15,186
-812
244
$1.37M 0.1%
18,747
+1,409
245
$1.37M 0.1%
9,242
+110
246
$1.35M 0.1%
5,684
-838
247
$1.34M 0.1%
2,293
+389
248
$1.34M 0.1%
20,663
+1,755
249
$1.33M 0.1%
16,221
-516
250
$1.32M 0.1%
+10,046
8 9
10
11 12