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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$563K 0.04%
+23,376
352
$561K 0.04%
32,669
+22,221
353
$561K 0.04%
11,273
+8,975
354
$559K 0.04%
5,941
-50,284
355
$557K 0.04%
9,148
-37,083
356
$557K 0.04%
37,091
+23,406
357
$556K 0.04%
11,023
-8,715
358
$555K 0.04%
30,217
+9,361
359
$555K 0.04%
16,278
+10,463
360
$555K 0.04%
13,876
-5,493
361
$551K 0.04%
21,208
-15,024
362
$551K 0.04%
15,896
+7,047
363
$550K 0.04%
9,155
-12,714
364
$548K 0.04%
13,062
-28,311
365
$547K 0.04%
+15,626
366
$545K 0.04%
3,915
-16,529
367
$545K 0.04%
9,369
+4,419
368
$540K 0.04%
42,539
+40,976
369
$539K 0.04%
24,022
+2,388
370
$537K 0.04%
11,318
+8,329
371
$532K 0.04%
11,899
-19,184
372
$529K 0.04%
+11,455
373
$528K 0.04%
+17,332
374
$528K 0.04%
66,530
-230,050
375
$527K 0.04%
16,079
+10,570
13 14
15
16 17