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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.44M 0.11%
12,270
+4,612
252
$1.44M 0.11%
7,298
-310
253
$1.43M 0.1%
16,322
-640
254
$1.42M 0.1%
53,412
+22,667
255
$1.42M 0.1%
29,785
-625
256
$1.41M 0.1%
7,724
-184
257
$1.41M 0.1%
14,757
-2,224
258
$1.4M 0.1%
+64,417
259
$1.4M 0.1%
5,227
-116
260
$1.4M 0.1%
16,049
+45
261
$1.4M 0.1%
54,505
-44,348
262
$1.4M 0.1%
53,796
-44,207
263
$1.39M 0.1%
10,228
-460
264
$1.39M 0.1%
52,501
-42,621
265
$1.38M 0.1%
122,933
+10,317
266
$1.36M 0.1%
52,266
+18,867
267
$1.36M 0.1%
115,897
+4,000
268
$1.35M 0.1%
8,708
+939
269
$1.34M 0.1%
23,532
-1,769
270
$1.33M 0.1%
28,850
-656
271
$1.32M 0.1%
157,357
-68,752
272
$1.32M 0.1%
27,652
-938
273
$1.31M 0.1%
55,612
+36,056
274
$1.3M 0.1%
23,621
+1,426
275
$1.28M 0.09%
4,091
-29
9 10
11
12 13