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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$589K 0.05%
4,054
-135
302
$583K 0.05%
4,532
-827
303
$581K 0.05%
9,680
-480
304
$578K 0.05%
15,256
-5,928
305
$575K 0.05%
7,010
+2,579
306
$573K 0.05%
97,176
+2,084
307
$571K 0.05%
10,685
+2,715
308
$569K 0.05%
+8,338
309
$569K 0.05%
6,726
-215
310
$564K 0.05%
60,734
-349
311
$564K 0.05%
5,862
-23
312
$564K 0.05%
13,437
-268
313
$557K 0.05%
14,070
+6,146
314
$556K 0.05%
21,986
+4,188
315
$553K 0.05%
17,334
-1,338
316
$551K 0.05%
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317
$544K 0.05%
8,835
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318
$541K 0.05%
28,976
-4,590
319
$541K 0.05%
5,639
+1,975
320
$540K 0.05%
62,611
+820
321
$540K 0.05%
14,923
+8,714
322
$538K 0.05%
+12,073
323
$537K 0.05%
31,172
-18,046
324
$537K 0.05%
15,356
-425
325
$534K 0.05%
27,645
-5,260
11 12
13
14 15