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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1M 0.07%
40,569
+6,225
327
$1M 0.07%
12,882
-526
328
$1M 0.07%
39,798
+6,002
329
$1M 0.07%
6,884
-772
330
$994K 0.07%
39,027
+5,853
331
$992K 0.07%
4,665
+52
332
$988K 0.07%
6,396
+116
333
$986K 0.07%
63,705
-39,632
334
$981K 0.07%
2,241
+24
335
$976K 0.07%
17,084
-35
336
$975K 0.07%
9,136
+68
337
$971K 0.07%
16,489
-1,030
338
$962K 0.07%
22,716
+135
339
$952K 0.07%
118,220
+22,379
340
$945K 0.07%
3,497
+411
341
$943K 0.07%
55,494
+22,880
342
$940K 0.07%
16,601
+59
343
$939K 0.07%
8,202
-978
344
$936K 0.07%
3,760
-223
345
$934K 0.07%
16,602
+156
346
$934K 0.07%
3,257
+75
347
$932K 0.07%
8,267
-730
348
$930K 0.07%
434
+16
349
$926K 0.07%
24,341
+206
350
$924K 0.07%
+11,119
12 13
14
15 16