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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$639K 0.05%
8,986
+4,785
302
$639K 0.05%
14,822
+10,376
303
$637K 0.05%
9,466
+5,533
304
$637K 0.05%
10,533
+4,661
305
$637K 0.05%
12,876
+2,581
306
$637K 0.05%
+13,759
307
$636K 0.05%
91,077
+87,334
308
$633K 0.05%
8,721
-5,515
309
$632K 0.05%
5,057
+3,867
310
$632K 0.05%
30,212
+25,642
311
$629K 0.05%
+19,531
312
$627K 0.05%
4,739
+2,098
313
$627K 0.05%
74,547
+71,152
314
$626K 0.05%
36,217
+4,717
315
$622K 0.05%
13,760
-44,726
316
$621K 0.05%
11,570
-5,846
317
$621K 0.05%
13,376
-4,898
318
$616K 0.05%
7,592
-3,668
319
$615K 0.05%
13,145
+8,292
320
$613K 0.05%
38,017
+9,749
321
$608K 0.05%
15,540
+8,440
322
$607K 0.05%
35,118
-87,338
323
$607K 0.05%
45,992
+35,028
324
$605K 0.05%
14,815
-13,027
325
$598K 0.05%
19,529
-11,993
11 12
13
14 15