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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$446K 0.05%
8,730
-1,955
302
$441K 0.05%
5,244
+1,113
303
$439K 0.05%
45,114
-21,008
304
$439K 0.05%
2,467
+600
305
$439K 0.05%
3,318
-736
306
$437K 0.05%
27,323
-6,141
307
$436K 0.05%
7,348
+1,153
308
$434K 0.05%
15,586
-3,625
309
$434K 0.05%
13,336
-1,920
310
$433K 0.05%
7,571
+4,390
311
$433K 0.05%
17,012
-5,254
312
$432K 0.05%
15,733
-2,759
313
$431K 0.05%
3,046
-202
314
$431K 0.05%
1,989
+703
315
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10,824
-1,149
316
$431K 0.05%
65,208
-49,399
317
$429K 0.05%
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318
$428K 0.05%
6,307
-1,183
319
$427K 0.05%
7,485
-650
320
$426K 0.05%
+6,898
321
$423K 0.05%
2,299
-249
322
$422K 0.05%
12,896
+6,176
323
$422K 0.05%
+6,341
324
$421K 0.05%
7,865
+751
325
$420K 0.05%
2,178
-225
11 12
13
14 15