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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$381K 0.04%
+11,269
352
$378K 0.04%
3,010
-2,817
353
$377K 0.04%
3,559
+923
354
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2,512
-341
355
$376K 0.04%
6,359
-581
356
$372K 0.04%
19,314
-11,940
357
$370K 0.04%
12,462
-1,777
358
$370K 0.04%
2,051
+424
359
$370K 0.04%
8,410
-1,335
360
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2,896
+1,375
361
$358K 0.04%
4,106
-1,127
362
$358K 0.04%
19,948
-5,363
363
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+32,856
364
$358K 0.04%
+15,353
365
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2,818
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366
$356K 0.04%
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368
$351K 0.04%
8,853
-78,630
369
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3,567
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370
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371
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2,957
-22
372
$347K 0.04%
2,296
-294
373
$342K 0.04%
+5,515
374
$339K 0.04%
6,413
-1,781
375
$338K 0.04%
4,218
+887
13 14
15
16 17