FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.13M 0.06%
119,445
-25,338
327
$1.12M 0.06%
+35,826
328
$1.12M 0.06%
19,591
+3,423
329
$1.11M 0.06%
12,599
+3,504
330
$1.11M 0.06%
46,792
-6,605
331
$1.1M 0.06%
92,489
+7,969
332
$1.1M 0.06%
46,459
+4,871
333
$1.09M 0.06%
8,837
-31
334
$1.09M 0.06%
64,135
-14,619
335
$1.09M 0.06%
3,166
+75
336
$1.09M 0.06%
21,601
+2,218
337
$1.06M 0.05%
5,802
+265
338
$1.06M 0.05%
7,327
+329
339
$1.06M 0.05%
19,262
+1,503
340
$1.06M 0.05%
4,184
+1,696
341
$1.05M 0.05%
21,417
-5,175
342
$1.04M 0.05%
8,427
+82
343
$1.03M 0.05%
6,381
+403
344
$1.02M 0.05%
53,713
+4,578
345
$1.02M 0.05%
9,703
-341
346
$1.02M 0.05%
10,316
+238
347
$1.02M 0.05%
4,756
-629
348
$1.01M 0.05%
46,823
-34
349
$1.01M 0.05%
15,007
-8,245
350
$1M 0.05%
3,580
+159
12 13
14
15 16