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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$989K 0.08%
20,099
-29
252
$982K 0.08%
+59,094
253
$974K 0.08%
19,417
-2,849
254
$967K 0.08%
3,833
+489
255
$964K 0.08%
4,090
-565
256
$962K 0.08%
11,151
-3,278
257
$956K 0.08%
7,515
-197
258
$956K 0.08%
25,200
+2,413
259
$955K 0.08%
5,560
+216
260
$954K 0.08%
4,476
-252
261
$953K 0.08%
3,922
-913
262
$945K 0.08%
8,314
+1,622
263
$944K 0.08%
5,786
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264
$944K 0.08%
7,196
-518
265
$936K 0.08%
4,901
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266
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2,061
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268
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6,971
-296
269
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41,108
-28,962
270
$907K 0.07%
16,763
-1,507
271
$906K 0.07%
33,744
-2,049
272
$902K 0.07%
4,761
-399
273
$901K 0.07%
1,081
-89
274
$899K 0.07%
934
-520
275
$893K 0.07%
10,884
-1,368
9 10
11
12 13