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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$881K 0.07%
30,750
+497
352
$879K 0.07%
13,665
+405
353
$876K 0.07%
7,226
+2,052
354
$874K 0.07%
4,817
-301
355
$872K 0.07%
8,247
+2,857
356
$872K 0.07%
63,175
-1,196
357
$871K 0.07%
7,370
+500
358
$869K 0.07%
2,211
-30
359
$869K 0.07%
11,771
+2,984
360
$868K 0.07%
33,638
-16,660
361
$867K 0.07%
2,988
-269
362
$866K 0.07%
6,163
-721
363
$865K 0.07%
5,896
+673
364
$861K 0.07%
16,408
+1,177
365
$858K 0.07%
14,345
+3,951
366
$855K 0.07%
39,439
+3,152
367
$853K 0.07%
38,404
+3,091
368
$853K 0.07%
38,595
+2,930
369
$851K 0.07%
39,505
+3,141
370
$847K 0.06%
5,850
-455
371
$845K 0.06%
7,658
+94
372
$844K 0.06%
3,179
-318
373
$833K 0.06%
6,570
+4,690
374
$831K 0.06%
13,228
-7,435
375
$826K 0.06%
1,532
+52
13 14
15
16 17