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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$870K 0.1%
5,707
+1,063
277
$865K 0.1%
25,331
-2,526
278
$858K 0.1%
6,317
-217
279
$851K 0.1%
12,771
+8,983
280
$834K 0.09%
9,401
+1,185
281
$834K 0.09%
6,146
-3,236
282
$823K 0.09%
+2,143
283
$817K 0.09%
1,247
-206
284
$815K 0.09%
2,293
-242
285
$810K 0.09%
7,121
+1,081
286
$810K 0.09%
26,126
-1,334
287
$804K 0.09%
15,047
-615
288
$804K 0.09%
11,787
-1,841
289
$798K 0.09%
21,008
-727
290
$798K 0.09%
49,550
+6,339
291
$797K 0.09%
10,262
-1,294
292
$794K 0.09%
96,740
+58,230
293
$792K 0.09%
11,688
-697
294
$792K 0.09%
17,605
-1,845
295
$792K 0.09%
3,912
+85
296
$790K 0.09%
2,997
-307
297
$788K 0.09%
11,478
-1,282
298
$788K 0.09%
4,532
-246
299
$784K 0.09%
7,905
-2,809
300
$776K 0.09%
3,298
-383
10 11
12
13 14