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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$595K 0.05%
17,890
+12,832
327
$594K 0.05%
27,450
-10,767
328
$594K 0.05%
12,254
+6,732
329
$594K 0.05%
12,405
-2,087
330
$594K 0.05%
12,274
-16,287
331
$593K 0.05%
17,880
-33,974
332
$592K 0.04%
36,970
+23,922
333
$592K 0.04%
12,800
-25,052
334
$590K 0.04%
23,454
-19,795
335
$589K 0.04%
8,601
-28,506
336
$586K 0.04%
10,683
+3,872
337
$583K 0.04%
4,208
-42,661
338
$582K 0.04%
13,740
-58,837
339
$582K 0.04%
20,052
-10,682
340
$582K 0.04%
3,067
-1,918
341
$582K 0.04%
6,513
-10,126
342
$578K 0.04%
10,630
-190,144
343
$577K 0.04%
12,759
-3,272
344
$573K 0.04%
18,959
+10,223
345
$572K 0.04%
5,247
-136,410
346
$572K 0.04%
30,164
+13,976
347
$572K 0.04%
36,118
+23,851
348
$569K 0.04%
+16,278
349
$567K 0.04%
10,045
+2,385
350
$565K 0.04%
22,392
-660,098
12 13
14
15 16