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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$890K 0.07%
14,696
-1,744
277
$887K 0.07%
16,092
-4,355
278
$880K 0.07%
5,123
-52
279
$880K 0.07%
11,669
-4,253
280
$879K 0.07%
25,015
-2,364
281
$874K 0.07%
13,133
+3,063
282
$873K 0.07%
4,488
+1,791
283
$869K 0.07%
84,983
-25,604
284
$869K 0.07%
11,149
-100
285
$869K 0.07%
8,251
-6
286
$861K 0.07%
+19,159
287
$856K 0.07%
48,464
+30,840
288
$854K 0.07%
2,140
-83
289
$853K 0.07%
9,504
-383
290
$852K 0.07%
6,090
-87
291
$850K 0.07%
11,851
+1,344
292
$847K 0.07%
7,123
+1,595
293
$846K 0.07%
4,317
-1,241
294
$846K 0.07%
294,210
+113,418
295
$846K 0.07%
9,359
-2,707
296
$842K 0.07%
9,388
-1,423
297
$842K 0.07%
8,703
-510
298
$841K 0.07%
5,380
+250
299
$839K 0.07%
23,162
-309
300
$838K 0.07%
10,454
-1,802
10 11
12
13 14