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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$533K 0.05%
25,311
-12,996
327
$532K 0.05%
7,490
-42
328
$531K 0.05%
2,226
+344
329
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3,961
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330
$529K 0.05%
17,877
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331
$528K 0.05%
7,765
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332
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8,952
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333
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23,255
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334
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335
$524K 0.05%
4,998
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336
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337
$522K 0.05%
7,485
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338
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+17,267
339
$520K 0.05%
22,329
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340
$514K 0.05%
16,447
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341
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342
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10,203
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343
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344
$504K 0.04%
3,238
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345
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+3,223
346
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2,979
-55
347
$496K 0.04%
11,672
+2,700
348
$493K 0.04%
5,689
+107
349
$492K 0.04%
8,594
+1,394
350
$491K 0.04%
2,301
-236
12 13
14
15 16