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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$878K 0.05%
16,926
+8,494
327
$876K 0.05%
20,935
+2,566
328
$874K 0.05%
5,965
-799
329
$873K 0.05%
10,953
+3,016
330
$864K 0.05%
5,666
+272
331
$860K 0.05%
24,132
+12,282
332
$855K 0.05%
10,486
-6,356
333
$855K 0.05%
7,643
+896
334
$842K 0.05%
17,222
+173
335
$841K 0.05%
15,631
+5,850
336
$840K 0.05%
54,953
+8,001
337
$839K 0.05%
11,302
+342
338
$835K 0.05%
27,164
-1,961
339
$832K 0.05%
17,094
+2,873
340
$831K 0.05%
8,935
+454
341
$829K 0.05%
+33,759
342
$828K 0.05%
14,030
+218
343
$827K 0.05%
12,661
-2,109
344
$826K 0.05%
16,746
+6,763
345
$819K 0.05%
41,310
+7,171
346
$817K 0.05%
6,738
-781
347
$811K 0.05%
17,927
+7,331
348
$800K 0.05%
9,282
+49
349
$800K 0.05%
98,948
+21,948
350
$796K 0.05%
29,607
+1,323
12 13
14
15 16