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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$490K 0.04%
8,151
-6,148
352
$485K 0.04%
+8,194
353
$483K 0.04%
9,774
-1,512
354
$480K 0.04%
+25,116
355
$479K 0.04%
9,268
-306
356
$474K 0.04%
13,927
-6,915
357
$470K 0.04%
3,248
-192
358
$469K 0.04%
2,853
+276
359
$469K 0.04%
3,256
-99
360
$468K 0.04%
2,668
-1,783
361
$467K 0.04%
3,775
+1,614
362
$466K 0.04%
33,292
-20,479
363
$459K 0.04%
+2,740
364
$459K 0.04%
2,403
+273
365
$458K 0.04%
6,704
+348
366
$456K 0.04%
+7,114
367
$456K 0.04%
11,973
+831
368
$455K 0.04%
5,233
+954
369
$455K 0.04%
14,239
+2,856
370
$454K 0.04%
8,458
+1,320
371
$452K 0.04%
1,580
+15
372
$450K 0.04%
+10,482
373
$446K 0.04%
4,176
+1,130
374
$445K 0.04%
6,906
+2,529
375
$440K 0.04%
2,797
+743
13 14
15
16 17