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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.43M 0.07%
59,530
+789
252
$1.43M 0.07%
6,497
+1,352
253
$1.43M 0.07%
13,554
+22
254
$1.43M 0.07%
18,778
+1,339
255
$1.43M 0.07%
41,414
+9,156
256
$1.42M 0.07%
13,815
+215
257
$1.4M 0.07%
6,352
-206
258
$1.4M 0.07%
13,981
-506
259
$1.4M 0.07%
10,740
+203
260
$1.4M 0.07%
22,124
+3,052
261
$1.4M 0.07%
19,245
+1,163
262
$1.4M 0.07%
161,256
+12,688
263
$1.39M 0.07%
18,070
+988
264
$1.39M 0.07%
26,569
+482
265
$1.39M 0.07%
14,893
-6,251
266
$1.38M 0.07%
57,810
+675
267
$1.38M 0.07%
21,281
+13,444
268
$1.37M 0.07%
28,622
+3,626
269
$1.37M 0.07%
158,993
+2,501
270
$1.36M 0.07%
14,353
-332
271
$1.36M 0.07%
27,118
+20,370
272
$1.34M 0.07%
9,901
-600
273
$1.34M 0.07%
7,007
+597
274
$1.33M 0.07%
27,329
+4,313
275
$1.32M 0.07%
17,861
+481
9 10
11
12 13