FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$999K 0.05%
53,900
-1,104
352
$998K 0.05%
3,535
-672
353
$996K 0.05%
138,296
+2,526
354
$995K 0.05%
22,288
+2,595
355
$991K 0.05%
44,468
+3,153
356
$989K 0.05%
21,956
+838
357
$988K 0.05%
154,435
+11,947
358
$987K 0.05%
38,995
-395
359
$986K 0.05%
12,247
+2,281
360
$980K 0.05%
12,652
-8
361
$980K 0.05%
7,393
-24
362
$977K 0.05%
+43,038
363
$967K 0.05%
4,647
+195
364
$965K 0.05%
45,811
-68
365
$961K 0.05%
14,976
-50
366
$960K 0.05%
603
+319
367
$955K 0.05%
7,772
+245
368
$954K 0.05%
15,464
+655
369
$948K 0.05%
10,994
+262
370
$948K 0.05%
32,359
+141
371
$937K 0.05%
20,493
-38
372
$936K 0.05%
7,595
+64
373
$934K 0.05%
+73,400
374
$931K 0.05%
38,282
+6,633
375
$930K 0.05%
4,933
-64
13 14
15
16 17