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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$684K 0.05%
8,369
+106
352
$682K 0.05%
13,030
-3,220
353
$681K 0.05%
1,874
+175
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355
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29,424
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356
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118,410
-28,150
357
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9,666
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358
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38,027
-14,174
359
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2,694
-209
360
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9,679
-4,107
361
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38,125
-3,297
362
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23,209
-3,730
363
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9,776
+326
364
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31,145
-5,843
365
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25,755
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368
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369
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+9,086
370
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4,494
-700
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5,009
-1,570
372
$645K 0.05%
22,523
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373
$643K 0.05%
5,458
-631
374
$641K 0.05%
10,153
-6,588
375
$640K 0.05%
3,242
+762
13 14
15
16 17