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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$659K 0.06%
11,561
+2,133
277
$658K 0.06%
4,874
+570
278
$656K 0.06%
3,948
+1,457
279
$656K 0.06%
2,371
+223
280
$652K 0.06%
112,175
-3,331
281
$650K 0.06%
11,255
-830
282
$650K 0.06%
10,572
+1,180
283
$648K 0.06%
1,450
-607
284
$648K 0.06%
+12,116
285
$643K 0.06%
23,737
+4,473
286
$641K 0.06%
26,909
+724
287
$634K 0.06%
10,526
-1,852
288
$633K 0.06%
47,640
+31,949
289
$632K 0.06%
3,443
+604
290
$626K 0.06%
22,266
+4,821
291
$623K 0.06%
16,779
+3,221
292
$617K 0.05%
7,599
-851
293
$617K 0.05%
4,807
-4,902
294
$616K 0.05%
11,902
+1,945
295
$615K 0.05%
97,800
-5,120
296
$614K 0.05%
3,878
+888
297
$605K 0.05%
64,466
-23,783
298
$604K 0.05%
36,914
+13,402
299
$603K 0.05%
16,578
+632
300
$596K 0.05%
6,305
+564
10 11
12
13 14