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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.13%
38,080
+6,080
227
$1.16M 0.13%
4,126
-279
228
$1.14M 0.13%
9,732
+1,353
229
$1.14M 0.13%
23,810
-1,235
230
$1.14M 0.13%
15,252
-157
231
$1.13M 0.13%
+14,744
232
$1.12M 0.13%
14,600
+3,680
233
$1.12M 0.13%
21,381
-398
234
$1.1M 0.12%
+241,102
235
$1.08M 0.12%
16,154
-667
236
$1.07M 0.12%
8,455
+512
237
$1.05M 0.12%
7,052
-1,125
238
$1.05M 0.12%
23,554
+611
239
$1.05M 0.12%
42,464
-3,303
240
$1.03M 0.12%
+30,571
241
$1.03M 0.12%
3,314
+87
242
$1.03M 0.12%
7,074
+56
243
$1.03M 0.12%
58,850
-1,692
244
$1.02M 0.11%
8,114
-550
245
$1.02M 0.11%
3,030
+12
246
$1.01M 0.11%
34,198
-1,786
247
$1.01M 0.11%
48,463
-5,162
248
$1M 0.11%
7,054
-227
249
$990K 0.11%
+53,011
250
$990K 0.11%
28,608
-605
8 9
10
11 12