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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.4M 0.11%
11,295
+4,722
252
$1.4M 0.11%
3,139
+386
253
$1.4M 0.11%
49,143
+37,602
254
$1.37M 0.1%
6,107
+1,523
255
$1.37M 0.1%
3,468
-135
256
$1.37M 0.1%
29,506
+13,270
257
$1.36M 0.1%
17,274
-271
258
$1.35M 0.1%
27,841
+15,030
259
$1.34M 0.1%
14,833
+3,282
260
$1.34M 0.1%
16,962
-15,281
261
$1.33M 0.1%
12,310
-1,631
262
$1.33M 0.1%
5,578
+3,018
263
$1.32M 0.1%
7,617
+916
264
$1.32M 0.1%
7,908
+2,418
265
$1.31M 0.1%
117,155
-130,296
266
$1.29M 0.1%
4,962
+1,279
267
$1.29M 0.1%
18,372
-6,129
268
$1.29M 0.1%
5,343
+151
269
$1.28M 0.1%
179,092
-75,281
270
$1.28M 0.1%
10,688
+2,550
271
$1.28M 0.1%
7,769
+3,644
272
$1.27M 0.1%
38,085
-822
273
$1.27M 0.1%
7,318
-448
274
$1.25M 0.1%
7,872
-2,174
275
$1.25M 0.1%
11,466
-4,456
9 10
11
12 13