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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$523K 0.04%
3,974
-32,881
377
$522K 0.04%
17,175
-605
378
$522K 0.04%
14,512
-18,140
379
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5,968
-6,362
380
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4,181
-8,493
381
$509K 0.04%
18,984
-20,163
382
$507K 0.04%
6,651
-13,878
383
$506K 0.04%
6,956
+3,098
384
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12,552
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$504K 0.04%
11,251
+6,258
386
$502K 0.04%
3,933
-23,421
387
$502K 0.04%
40,415
+13,447
388
$500K 0.04%
6,945
-17,085
389
$499K 0.04%
21,541
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392
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19,842
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393
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8,443
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394
$492K 0.04%
10,099
-34,104
395
$491K 0.04%
14,728
-885,044
396
$490K 0.04%
24,731
+15,291
397
$489K 0.04%
6,309
-1,312
398
$488K 0.04%
5,960
+146
399
$483K 0.04%
6,560
-3,793
400
$482K 0.04%
11,229
+6,186
14 15
16
17 18