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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.1M 0.06%
42,708
-4,109
252
$1.09M 0.06%
35,265
+4,887
253
$1.09M 0.06%
14,249
+490
254
$1.09M 0.06%
43,661
+11,496
255
$1.09M 0.06%
14,224
+1,224
256
$1.09M 0.06%
24,500
-2,680
257
$1.08M 0.06%
12,265
+986
258
$1.08M 0.06%
18,545
+3,795
259
$1.08M 0.06%
9,541
+2,246
260
$1.08M 0.06%
10,988
+504
261
$1.07M 0.06%
13,705
+1,536
262
$1.07M 0.06%
21,146
+7,445
263
$1.07M 0.06%
61,626
+17,661
264
$1.06M 0.06%
33,402
+5,048
265
$1.06M 0.06%
17,550
+1,038
266
$1.05M 0.06%
12,837
+3,352
267
$1.05M 0.06%
43,680
-8,181
268
$1.04M 0.06%
39,602
+4,130
269
$1.04M 0.06%
6,726
+138
270
$1.03M 0.06%
12,735
+242
271
$1.02M 0.06%
19,404
+4,163
272
$1.01M 0.06%
11,758
+395
273
$1.01M 0.06%
20,487
-8,516
274
$1.01M 0.06%
12,761
+553
275
$1.01M 0.06%
5,529
-973
9 10
11
12 13