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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$502K 0.05%
1,909
-462
277
$502K 0.05%
21,045
+3,778
278
$501K 0.05%
17,839
-1,365
279
$495K 0.05%
15,578
-7,677
280
$495K 0.05%
17,470
+2,889
281
$488K 0.05%
12,596
-2,630
282
$483K 0.05%
7,721
+1,456
283
$482K 0.05%
37,238
-8,006
284
$481K 0.05%
5,364
+188
285
$479K 0.05%
1,458
-122
286
$478K 0.05%
9,040
-734
287
$473K 0.05%
+17,436
288
$473K 0.05%
18,285
-4,915
289
$472K 0.05%
27,969
+17,271
290
$472K 0.05%
38,251
+16,870
291
$463K 0.05%
80,377
-16,799
292
$461K 0.05%
10,057
-146
293
$459K 0.05%
3,253
+456
294
$456K 0.05%
7,300
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295
$450K 0.05%
21,249
+2,626
296
$450K 0.05%
21,461
-525
297
$449K 0.05%
5,626
-236
298
$448K 0.05%
13,680
-3,654
299
$448K 0.05%
5,338
-794
300
$447K 0.05%
+6,098
10 11
12
13 14