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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.21M 0.06%
8,723
+2,075
302
$1.2M 0.06%
21,675
+1,224
303
$1.2M 0.06%
19,534
+517
304
$1.2M 0.06%
31,649
-202
305
$1.2M 0.06%
18,616
+316
306
$1.2M 0.06%
24,912
+256
307
$1.19M 0.06%
4,363
-283
308
$1.19M 0.06%
+11,953
309
$1.19M 0.06%
36,309
-855
310
$1.18M 0.06%
24,028
-1,736
311
$1.18M 0.06%
18,509
+2,948
312
$1.18M 0.06%
18,905
+9,989
313
$1.18M 0.06%
40,555
-7,215
314
$1.17M 0.06%
18,252
-397
315
$1.16M 0.06%
19,256
-195
316
$1.16M 0.06%
41,600
+4,189
317
$1.16M 0.06%
8,989
+3,348
318
$1.16M 0.06%
18,786
+7,884
319
$1.15M 0.06%
7,146
+343
320
$1.15M 0.06%
45,674
+1,529
321
$1.14M 0.06%
46,013
+1,577
322
$1.14M 0.06%
8,087
+315
323
$1.14M 0.06%
+62,596
324
$1.13M 0.06%
45,252
+1,513
325
$1.13M 0.06%
53,318
+4,266
11 12
13
14 15