FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$981M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$85.8M
3
+$45.4M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$37.9M
5
QCOM icon
Qualcomm
QCOM
+$37.2M

Top Sells

1
+$137M
2
+$57M
3
+$55.3M
4
NTRS icon
Northern Trust
NTRS
+$39.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$25.8M

Sector Composition

1 Technology 15.49%
2 Consumer Discretionary 12.47%
3 Healthcare 7.99%
4 Industrials 5.8%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$418K 0.04%
+3,858
352
$418K 0.04%
3,662
-153,633
353
$416K 0.04%
3,366
+75
354
$416K 0.04%
32,390
+22,002
355
$416K 0.04%
33,040
-62,665
356
$415K 0.04%
46,869
+43,361
357
$415K 0.04%
4,556
-5,095
358
$413K 0.04%
+6,032
359
$412K 0.04%
9,830
-14,197
360
$411K 0.04%
55,994
+51,858
361
$411K 0.04%
3,473
-4,254
362
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4,137
-7,512
363
$407K 0.04%
10,872
-2,200
364
$405K 0.04%
46,231
+39,836
365
$403K 0.04%
3,407
-5,761
366
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5,392
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367
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17,834
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368
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15,609
-25,718
369
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49
-263
370
$398K 0.04%
4,773
-27,216
371
$398K 0.04%
21,601
+13,485
372
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+7,621
373
$395K 0.04%
+8,342
374
$394K 0.04%
10,554
-26,462
375
$393K 0.04%
34,542
+27,333
13 14
15
16 17