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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$608K 0.07%
2,806
-2,570
352
$604K 0.07%
19,718
-2,426
353
$604K 0.07%
12,279
-682
354
$602K 0.07%
18,849
-3,517
355
$596K 0.07%
12,774
-1,597
356
$595K 0.07%
6,789
-126
357
$594K 0.07%
17,018
-829
358
$593K 0.07%
7,122
-520
359
$593K 0.07%
34,617
-2,694
360
$590K 0.07%
3,001
-24
361
$588K 0.07%
28,703
+2,191
362
$586K 0.07%
7,559
+53
363
$584K 0.07%
31,852
-14,932
364
$583K 0.07%
3,322
-276
365
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2,443
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28,146
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368
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81,623
-8,527
369
$575K 0.06%
23,457
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370
$573K 0.06%
4,302
+276
371
$572K 0.06%
26,516
-3,722
372
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31,019
+3,883
373
$570K 0.06%
6,079
-388
374
$569K 0.06%
10,268
-182
375
$561K 0.06%
17,608
-967
13 14
15
16 17