FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$29.1M
2
+$3.84M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.9M

Top Sells

1
+$29.9M
2
+$4.81M
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
354
$680K 0.05%
6,322
+2,653
355
$677K 0.05%
29,424
-7,385
356
$676K 0.05%
118,410
-28,150
357
$676K 0.05%
9,666
-1,757
358
$675K 0.05%
38,027
-14,174
359
$663K 0.05%
2,694
-209
360
$662K 0.05%
9,679
-4,107
361
$660K 0.05%
38,125
-3,297
362
$659K 0.05%
23,209
-3,730
363
$658K 0.05%
9,776
+326
364
$653K 0.05%
31,145
-5,843
365
$650K 0.05%
5,694
-1,403
366
$649K 0.05%
8,956
-596
367
$649K 0.05%
25,755
-5,896
368
$649K 0.05%
+6,213
369
$648K 0.05%
+9,086
370
$647K 0.05%
4,494
-700
371
$646K 0.05%
5,009
-1,570
372
$645K 0.05%
22,523
+3,828
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