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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$708K 0.05%
5,874
-12,688
277
$707K 0.05%
9,040
-19,037
278
$701K 0.05%
20,121
-188
279
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49,790
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280
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281
$696K 0.05%
9,015
-5,193
282
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9,836
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283
$692K 0.05%
12,911
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284
$685K 0.05%
5,402
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285
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11,547
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286
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27,087
-8,382
287
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6,162
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288
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8,156
-15,568
289
$676K 0.05%
78,141
+7,920
290
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291
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13,275
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292
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11,438
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293
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294
$667K 0.05%
28,134
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295
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16,929
-16,095
296
$664K 0.05%
12,274
-8,708
297
$662K 0.05%
7,491
-34,151
298
$661K 0.05%
19,376
+10,764
299
$651K 0.05%
9,364
-25,238
300
$643K 0.05%
6,437
-280,920
10 11
12
13 14