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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.32M 0.07%
21,041
+3,237
277
$1.31M 0.07%
37,220
-7,775
278
$1.31M 0.07%
21,032
+1,384
279
$1.3M 0.07%
6,154
-19
280
$1.3M 0.07%
14,500
+1,541
281
$1.3M 0.07%
10,632
-6,995
282
$1.29M 0.07%
10,831
+3,030
283
$1.28M 0.07%
104,575
+50,304
284
$1.27M 0.06%
8,425
+136
285
$1.26M 0.06%
8,127
-315
286
$1.25M 0.06%
113,063
+28,986
287
$1.25M 0.06%
66,910
+8,480
288
$1.25M 0.06%
59,643
+8,820
289
$1.24M 0.06%
31,832
-3,987
290
$1.24M 0.06%
+12,921
291
$1.24M 0.06%
37,888
-2,000
292
$1.24M 0.06%
40,569
-2,614
293
$1.24M 0.06%
23,494
-86
294
$1.24M 0.06%
10,726
-185
295
$1.24M 0.06%
43,244
+2,097
296
$1.23M 0.06%
12,344
+1,001
297
$1.23M 0.06%
16,864
-900
298
$1.23M 0.06%
18,755
+5,751
299
$1.23M 0.06%
+46,504
300
$1.23M 0.06%
43,971
+13,168
10 11
12
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