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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$791K 0.05%
3,646
-432
352
$789K 0.05%
31,675
+6,750
353
$778K 0.05%
6,500
+501
354
$778K 0.05%
18,324
-1,076
355
$777K 0.05%
+17,019
356
$776K 0.05%
7,148
+1,923
357
$776K 0.05%
9,523
-1,271
358
$775K 0.05%
27,728
-65,363
359
$773K 0.05%
9,661
+1,951
360
$772K 0.04%
402,379
-67,434
361
$771K 0.04%
86,500
+550
362
$767K 0.04%
7,073
+149
363
$766K 0.04%
3,712
-14
364
$765K 0.04%
28,605
+5,265
365
$762K 0.04%
6,996
+838
366
$759K 0.04%
55,068
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367
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6,389
-1,987
368
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16,282
-2,733
369
$755K 0.04%
15,707
+7,636
370
$752K 0.04%
73,563
-24,081
371
$748K 0.04%
12,360
+3,464
372
$747K 0.04%
9,901
+3,809
373
$745K 0.04%
7,812
-98
374
$745K 0.04%
7,674
-2,558
375
$741K 0.04%
19,811
+1,879
13 14
15
16 17