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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$983K 0.07%
14,475
-440
352
$981K 0.07%
+59,723
353
$979K 0.07%
47,216
-7,634
354
$977K 0.07%
17,714
-58
355
$971K 0.07%
14,142
-12,601
356
$958K 0.07%
25,587
-2,546
357
$957K 0.07%
4,193
+414
358
$951K 0.07%
11,090
-285
359
$946K 0.07%
24,336
+4,754
360
$939K 0.07%
78,203
+1,543
361
$936K 0.07%
8,634
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362
$935K 0.07%
5,130
-64
363
$934K 0.07%
15,041
-2,283
364
$932K 0.07%
3,185
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365
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6,651
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366
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13,771
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367
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38,331
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368
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+22,029
369
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4,333
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370
$926K 0.07%
12,406
+1,896
371
$924K 0.07%
36,493
+13,480
372
$924K 0.07%
+17,837
373
$921K 0.07%
22,068
-14,559
374
$918K 0.07%
10,158
-512
375
$915K 0.07%
+19,145
13 14
15
16 17