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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.2M 0.09%
15,563
+1,378
277
$1.2M 0.09%
5,192
+302
278
$1.2M 0.09%
956
+5
279
$1.19M 0.09%
41,150
-1,420
280
$1.18M 0.09%
8,157
+406
281
$1.18M 0.09%
16,928
-1,264
282
$1.18M 0.09%
8,828
+427
283
$1.16M 0.09%
7,066
+682
284
$1.15M 0.09%
15,929
+140
285
$1.15M 0.09%
7,583
-98
286
$1.15M 0.09%
49,166
+4,034
287
$1.15M 0.09%
13,497
-1,054
288
$1.14M 0.09%
8,553
+598
289
$1.13M 0.08%
9,990
-857
290
$1.13M 0.08%
30,350
+1,455
291
$1.13M 0.08%
14,572
+1,577
292
$1.13M 0.08%
3,265
+31
293
$1.13M 0.08%
48,946
+3,873
294
$1.13M 0.08%
2,129
-211
295
$1.12M 0.08%
4,584
-5
296
$1.12M 0.08%
2,887
-424
297
$1.11M 0.08%
7,630
-674
298
$1.11M 0.08%
11,551
-789
299
$1.1M 0.08%
21,694
+5,187
300
$1.1M 0.08%
11,932
+97
10 11
12
13 14