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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$976K 0.11%
18,738
+4,635
252
$972K 0.11%
19,505
-8,580
253
$960K 0.11%
5,709
-241
254
$959K 0.11%
98,570
-4,787
255
$946K 0.11%
30,973
-5,569
256
$939K 0.11%
10,804
-719
257
$936K 0.11%
9,157
+1,262
258
$936K 0.11%
16,730
-3,480
259
$935K 0.11%
1,681
+21
260
$934K 0.11%
11,038
-1,071
261
$932K 0.1%
15,127
+1,335
262
$931K 0.1%
7,025
-1,030
263
$931K 0.1%
2,946
-431
264
$928K 0.1%
37,790
+4,901
265
$922K 0.1%
36,563
+7,994
266
$916K 0.1%
31,623
-3,156
267
$910K 0.1%
2,106
-28
268
$905K 0.1%
5,346
+167
269
$898K 0.1%
6,612
-81
270
$891K 0.1%
10,863
+545
271
$890K 0.1%
3,215
+501
272
$887K 0.1%
47,523
-923
273
$883K 0.1%
2,664
-34
274
$874K 0.1%
41,033
+5,576
275
$870K 0.1%
61,705
-6,431
9 10
11
12 13