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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$714K 0.06%
4,762
+713
252
$711K 0.06%
19,211
+2,815
253
$710K 0.06%
+12,173
254
$710K 0.06%
4,867
-102
255
$706K 0.06%
+31,254
256
$706K 0.06%
3,337
-227
257
$703K 0.06%
7,068
+2,041
258
$701K 0.06%
10,948
-1,811
259
$701K 0.06%
1,445
-35
260
$701K 0.06%
43,947
+6,935
261
$699K 0.06%
6,269
+1,295
262
$695K 0.06%
17,268
+366
263
$690K 0.06%
7,987
-1,538
264
$689K 0.06%
31,921
-190
265
$688K 0.06%
8,191
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266
$686K 0.06%
15,226
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267
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14,983
+3,103
268
$680K 0.06%
2,824
+203
269
$675K 0.06%
3,636
-76
270
$670K 0.06%
126,865
+3,037
271
$667K 0.06%
+33,464
272
$667K 0.06%
3,835
+364
273
$666K 0.06%
21,652
-497
274
$663K 0.06%
2,258
+641
275
$660K 0.06%
19,204
+3,193
9 10
11
12 13