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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$931K 0.05%
16,395
-2,735
302
$929K 0.05%
15,739
-4,560
303
$927K 0.05%
20,227
+943
304
$923K 0.05%
7,984
-365
305
$917K 0.05%
8,542
-65
306
$916K 0.05%
101,368
+6,683
307
$915K 0.05%
12,464
+273
308
$913K 0.05%
20,602
+1,082
309
$913K 0.05%
38,191
+14,187
310
$906K 0.05%
13,718
-3,673
311
$903K 0.05%
28,048
+331
312
$902K 0.05%
56,400
+8,205
313
$900K 0.05%
38,471
-185
314
$899K 0.05%
11,168
+3,308
315
$893K 0.05%
155,796
-19,170
316
$892K 0.05%
22,465
-5,441
317
$891K 0.05%
17,899
+1,931
318
$891K 0.05%
9,307
+3,296
319
$889K 0.05%
10,574
+2,570
320
$888K 0.05%
12,804
+172
321
$888K 0.05%
28,544
+10,953
322
$888K 0.05%
18,268
+312
323
$887K 0.05%
15,947
-3,674
324
$885K 0.05%
84,526
+18,408
325
$882K 0.05%
6,644
+1,054
11 12
13
14 15