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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.17M 0.09%
5,718
-204
302
$1.17M 0.09%
46,273
+5,742
303
$1.16M 0.09%
39,164
-400
304
$1.16M 0.08%
6,624
-6,927
305
$1.15M 0.08%
1,793
+261
306
$1.14M 0.08%
5,004
+66
307
$1.14M 0.08%
3,217
-16
308
$1.14M 0.08%
8,844
+2,007
309
$1.13M 0.08%
12,493
+5,862
310
$1.13M 0.08%
9,830
-1,636
311
$1.13M 0.08%
3,595
-164
312
$1.11M 0.08%
9,621
+74
313
$1.1M 0.08%
21,853
+2,595
314
$1.1M 0.08%
14,253
+31
315
$1.1M 0.08%
6,597
-353
316
$1.1M 0.08%
2,306
-469
317
$1.1M 0.08%
17,931
-2,439
318
$1.09M 0.08%
9,128
+424
319
$1.09M 0.08%
8,030
+153
320
$1.09M 0.08%
5,549
-1,769
321
$1.09M 0.08%
8,113
+241
322
$1.08M 0.08%
2,845
+55
323
$1.08M 0.08%
10,527
+85
324
$1.08M 0.08%
33,760
+122
325
$1.07M 0.08%
36,540
+6,900
11 12
13
14 15