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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$923K 0.07%
30,776
+1,362
352
$921K 0.07%
18,484
+8,045
353
$919K 0.07%
4,004
-1,465
354
$918K 0.07%
7,044
-124
355
$918K 0.07%
35,096
+1,642
356
$915K 0.07%
2,898
-404
357
$915K 0.07%
13,895
+322
358
$912K 0.07%
6,305
+73
359
$909K 0.07%
3,834
+799
360
$904K 0.07%
4,620
-550
361
$903K 0.07%
64,371
-1,441
362
$900K 0.07%
4,363
+1,349
363
$896K 0.07%
3,946
-402
364
$887K 0.07%
5,490
+297
365
$886K 0.07%
53,544
+18,602
366
$882K 0.07%
32,620
-776
367
$880K 0.07%
2,420
-857
368
$877K 0.07%
6,573
-167
369
$875K 0.07%
32,866
-767
370
$874K 0.07%
30,253
-1,583
371
$873K 0.07%
11,177
+2,722
372
$870K 0.06%
18,456
+2,094
373
$867K 0.06%
5,223
+37
374
$866K 0.06%
4,338
-790
375
$863K 0.06%
3,411
+572
13 14
15
16 17