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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.1M 0.08%
32,708
+10,823
302
$1.09M 0.08%
2,790
-18
303
$1.09M 0.08%
86,444
+22,739
304
$1.08M 0.08%
12,081
+3,777
305
$1.08M 0.08%
4,070
-599
306
$1.08M 0.08%
8,704
+160
307
$1.07M 0.08%
8,108
-445
308
$1.07M 0.08%
9,547
-443
309
$1.07M 0.08%
12,963
-1,609
310
$1.07M 0.08%
46,470
-2,476
311
$1.06M 0.08%
63,090
+7,596
312
$1.04M 0.08%
41,412
+1,614
313
$1.03M 0.08%
42,091
+1,522
314
$1.03M 0.08%
28,133
+9,689
315
$1.03M 0.08%
25,084
+13,273
316
$1.03M 0.08%
582
+148
317
$1.03M 0.08%
40,531
+1,504
318
$1.01M 0.08%
7,965
+2,788
319
$1.01M 0.08%
17,324
+9,281
320
$1.01M 0.08%
17,772
+688
321
$1.01M 0.08%
7,281
+2,069
322
$995K 0.08%
3,759
+18
323
$979K 0.07%
38,014
+5,563
324
$977K 0.07%
19,258
-2,436
325
$972K 0.07%
4,704
+127
11 12
13
14 15