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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.28M 0.09%
20,073
-3,309
277
$1.28M 0.09%
3,309
+75
278
$1.26M 0.09%
+32,500
279
$1.26M 0.09%
3,397
-71
280
$1.26M 0.09%
110,161
+12,091
281
$1.25M 0.09%
26,239
+1,332
282
$1.24M 0.09%
12,906
-57
283
$1.24M 0.09%
7,646
+37
284
$1.23M 0.09%
8,889
+3,934
285
$1.23M 0.09%
57,331
-1,317
286
$1.22M 0.09%
5,612
-495
287
$1.22M 0.09%
2,032
+27
288
$1.22M 0.09%
16,592
+13
289
$1.22M 0.09%
4,765
-813
290
$1.21M 0.09%
11,524
-120
291
$1.21M 0.09%
23,221
-6,781
292
$1.2M 0.09%
23,383
-5,653
293
$1.2M 0.09%
+11,971
294
$1.2M 0.09%
1,899
+49
295
$1.2M 0.09%
12,845
-524
296
$1.19M 0.09%
7,580
+505
297
$1.18M 0.09%
39,233
-3,237
298
$1.18M 0.09%
67,184
+4,094
299
$1.18M 0.09%
50,723
-746
300
$1.17M 0.09%
6,220
+1,258
10 11
12
13 14