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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.09M 0.08%
20,006
-1,097
302
$1.09M 0.08%
2,988
+734
303
$1.08M 0.08%
31,731
+12,162
304
$1.08M 0.08%
18,933
-1,390
305
$1.08M 0.08%
1,932
-60
306
$1.07M 0.08%
7,949
-2,461
307
$1.07M 0.08%
3,683
+470
308
$1.07M 0.08%
3,741
-527
309
$1.07M 0.08%
11,168
+29
310
$1.07M 0.08%
41,414
+9,445
311
$1.07M 0.08%
40,875
+341
312
$1.06M 0.08%
25,010
-397
313
$1.06M 0.08%
5,554
-1,473
314
$1.06M 0.08%
21,885
-4,109
315
$1.05M 0.08%
3,616
-172
316
$1.05M 0.08%
8,138
-596
317
$1.05M 0.08%
5,718
-497
318
$1.04M 0.08%
4,663
-74
319
$1.03M 0.08%
11,421
+264
320
$1.03M 0.08%
5,118
-40
321
$1.03M 0.08%
12,666
+131
322
$1.02M 0.08%
8,544
-115
323
$1.02M 0.08%
7,599
-179
324
$1.02M 0.08%
4,577
+135
325
$1.01M 0.08%
30,744
+3,328
11 12
13
14 15