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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.24M 0.09%
+28,517
277
$1.23M 0.09%
30,410
+60
278
$1.23M 0.09%
7,877
-280
279
$1.22M 0.09%
2,005
-124
280
$1.21M 0.09%
24,907
-29,527
281
$1.2M 0.09%
11,644
+6,288
282
$1.2M 0.09%
58,648
+1,278
283
$1.2M 0.09%
20,370
-4,374
284
$1.2M 0.09%
2,775
-1,325
285
$1.2M 0.09%
11,923
+4,112
286
$1.2M 0.09%
51,469
+2,303
287
$1.19M 0.09%
36,627
-1,426
288
$1.18M 0.09%
3,779
+952
289
$1.18M 0.09%
7,075
+2,455
290
$1.17M 0.09%
12,793
+6,997
291
$1.17M 0.09%
22,195
+4,310
292
$1.17M 0.09%
3,234
-223
293
$1.16M 0.09%
25,301
+5,295
294
$1.16M 0.09%
+4,120
295
$1.16M 0.09%
40,130
-1,020
296
$1.14M 0.09%
6,950
-116
297
$1.14M 0.09%
16,579
-349
298
$1.14M 0.09%
4,340
+1,453
299
$1.12M 0.09%
1,850
-82
300
$1.12M 0.09%
3,233
-1,170
10 11
12
13 14