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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.06M 0.08%
2,051
-160
327
$1.06M 0.08%
16,228
-1,754
328
$1.06M 0.08%
11,521
-560
329
$1.06M 0.08%
17,480
-892
330
$1.05M 0.08%
30,492
-1,404
331
$1.05M 0.08%
15,522
-406
332
$1.05M 0.08%
5,091
+62
333
$1.05M 0.08%
41,239
+4,086
334
$1.04M 0.08%
11,263
+5,516
335
$1.03M 0.08%
4,709
-108
336
$1.03M 0.08%
41,393
-19
337
$1.03M 0.08%
41,969
-122
338
$1.03M 0.08%
+18,068
339
$1.02M 0.08%
11,411
-7,970
340
$1.02M 0.08%
+39,938
341
$1.02M 0.07%
18,264
+4,033
342
$1.02M 0.07%
7,225
-145
343
$1.01M 0.07%
8,027
+1,696
344
$1.01M 0.07%
54,375
+30,535
345
$1.01M 0.07%
5,992
-260
346
$996K 0.07%
3,103
+115
347
$993K 0.07%
+3,772
348
$990K 0.07%
12,016
+2,297
349
$989K 0.07%
3,665
-203
350
$988K 0.07%
4,004
-700
12 13
14
15 16