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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$685K 0.08%
6,241
-556
327
$677K 0.08%
15,380
+7,324
328
$676K 0.08%
9,030
-2,120
329
$675K 0.08%
10,425
-1,319
330
$671K 0.08%
3,558
-260
331
$668K 0.08%
2,713
-122
332
$668K 0.08%
15,890
-3,120
333
$668K 0.08%
+24,320
334
$663K 0.07%
52,093
+2,732
335
$660K 0.07%
24,557
+601
336
$658K 0.07%
21,653
-3,588
337
$653K 0.07%
5,626
-870
338
$646K 0.07%
44,190
-13,910
339
$642K 0.07%
13,590
-3,888
340
$637K 0.07%
9,325
+3,825
341
$636K 0.07%
9,509
-1,044
342
$632K 0.07%
3,044
-747
343
$627K 0.07%
6,058
-212
344
$622K 0.07%
15,531
-990
345
$619K 0.07%
+11,377
346
$619K 0.07%
6,322
-385
347
$615K 0.07%
3,406
-872
348
$615K 0.07%
+10,732
349
$614K 0.07%
+2,833
350
$612K 0.07%
27,958
-53,624
12 13
14
15 16