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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1M 0.06%
20,225
+1,760
277
$1M 0.06%
12,198
-1
278
$994K 0.06%
30,972
+2,488
279
$990K 0.06%
16,546
+5,038
280
$987K 0.06%
+28,300
281
$986K 0.06%
39,191
+1,652
282
$984K 0.06%
39,382
+1,681
283
$983K 0.06%
29,640
+4,367
284
$980K 0.06%
7,473
+570
285
$977K 0.06%
24,360
+6,798
286
$974K 0.06%
12,089
+3,171
287
$967K 0.06%
31,392
-3,934
288
$961K 0.06%
10,544
+1,462
289
$955K 0.06%
32,199
+3,518
290
$955K 0.06%
21,722
+597
291
$952K 0.06%
+37,104
292
$950K 0.06%
41,685
+7,604
293
$950K 0.06%
19,815
-62
294
$949K 0.06%
18,327
+3,041
295
$945K 0.06%
28,433
-9,177
296
$941K 0.05%
11,349
+1,442
297
$940K 0.05%
8,878
-987
298
$939K 0.05%
7,092
+1,423
299
$939K 0.05%
44,975
+6,005
300
$936K 0.05%
6,311
+1,470
10 11
12
13 14