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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.59M 0.12%
5,754
+2,638
227
$1.59M 0.12%
7,600
-17
228
$1.58M 0.12%
45,612
-3,432
229
$1.58M 0.12%
75,600
+182
230
$1.56M 0.11%
8,286
-130
231
$1.56M 0.11%
15,707
-295
232
$1.55M 0.11%
7,103
+181
233
$1.55M 0.11%
3,966
-1,978
234
$1.55M 0.11%
30,987
-308
235
$1.55M 0.11%
14,976
-449
236
$1.55M 0.11%
+91,642
237
$1.54M 0.11%
86,035
-1,701
238
$1.54M 0.11%
315,412
-73,878
239
$1.53M 0.11%
22,991
-788
240
$1.52M 0.11%
58,060
-1,798
241
$1.51M 0.11%
38,413
+1,340
242
$1.51M 0.11%
39,686
+1,601
243
$1.5M 0.11%
13,374
-1,459
244
$1.5M 0.11%
2,285
-561
245
$1.47M 0.11%
24,166
-4,861
246
$1.47M 0.11%
16,886
-388
247
$1.46M 0.11%
29,358
+1,517
248
$1.46M 0.11%
+20,167
249
$1.46M 0.11%
42,835
+34,445
250
$1.45M 0.11%
5,469
-1,286
8 9
10
11 12