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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$773K 0.09%
12,575
-1,389
302
$773K 0.09%
23,332
-1,821
303
$766K 0.09%
7,638
-1,490
304
$765K 0.09%
1,875
-116
305
$761K 0.09%
6,478
+371
306
$754K 0.08%
7,059
-404
307
$749K 0.08%
+17,079
308
$741K 0.08%
25,548
-2,336
309
$741K 0.08%
6,613
-414
310
$740K 0.08%
43,623
+9,308
311
$737K 0.08%
13,279
+197
312
$724K 0.08%
1,411
+13
313
$717K 0.08%
3,384
-135
314
$711K 0.08%
14,983
-986
315
$711K 0.08%
5,836
-50
316
$710K 0.08%
322,876
+3,256
317
$707K 0.08%
6,864
-5,669
318
$706K 0.08%
10,875
-942
319
$704K 0.08%
43,881
+5,917
320
$704K 0.08%
2,531
-163
321
$701K 0.08%
18,125
-1,986
322
$696K 0.08%
+29,027
323
$694K 0.08%
5,765
-15,296
324
$694K 0.08%
31,962
-487
325
$693K 0.08%
8,294
-268
11 12
13
14 15