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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.58M 0.12%
57,935
+16,621
227
$1.58M 0.12%
31,295
+2,454
228
$1.58M 0.12%
16,042
+4,874
229
$1.58M 0.12%
87,736
+4,622
230
$1.55M 0.12%
36,073
-5,386
231
$1.54M 0.12%
19,002
+7,825
232
$1.54M 0.12%
2,671
+378
233
$1.53M 0.12%
16,004
+818
234
$1.52M 0.12%
30,745
+6,591
235
$1.52M 0.12%
5,638
-46
236
$1.52M 0.12%
14,222
+5,394
237
$1.51M 0.12%
5,883
+1,050
238
$1.5M 0.11%
18,738
-1,002
239
$1.5M 0.11%
7,608
+49
240
$1.49M 0.11%
29,027
-3,711
241
$1.47M 0.11%
12,284
+4,082
242
$1.46M 0.11%
28,590
+10,106
243
$1.46M 0.11%
5,922
-198
244
$1.45M 0.11%
23,382
+10,690
245
$1.44M 0.11%
6,922
-764
246
$1.44M 0.11%
37,073
+297
247
$1.44M 0.11%
29,036
+10,103
248
$1.43M 0.11%
844
+1
249
$1.42M 0.11%
8,416
+3,071
250
$1.42M 0.11%
111,897
+7,549
8 9
10
11 12