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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.32M 0.1%
38,907
+3,620
252
$1.32M 0.1%
10,165
-6,868
253
$1.31M 0.1%
336,700
-142,410
254
$1.31M 0.1%
25,502
+8,679
255
$1.31M 0.1%
32,722
+11,365
256
$1.31M 0.1%
50,298
+18,642
257
$1.31M 0.1%
6,701
+385
258
$1.3M 0.1%
9,872
-590
259
$1.3M 0.1%
2,827
-435
260
$1.29M 0.1%
2,753
+33
261
$1.29M 0.1%
17,545
-883
262
$1.29M 0.1%
15,469
-3,492
263
$1.29M 0.1%
4,669
-322
264
$1.27M 0.09%
12,714
+3,865
265
$1.26M 0.09%
110,391
-53,181
266
$1.26M 0.09%
+58,544
267
$1.26M 0.09%
843
+4
268
$1.26M 0.09%
3,457
+510
269
$1.25M 0.09%
+25,569
270
$1.25M 0.09%
38,674
+2,457
271
$1.25M 0.09%
24,154
+3,832
272
$1.25M 0.09%
41,314
-1,475
273
$1.24M 0.09%
11,921
-153
274
$1.23M 0.09%
17,885
-2,885
275
$1.22M 0.09%
19,740
-324
9 10
11
12 13