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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$738K 0.04%
44,170
+110
377
$736K 0.04%
9,996
+2,473
378
$736K 0.04%
4,602
+317
379
$736K 0.04%
20,649
-3,196
380
$735K 0.04%
25,331
+7,876
381
$728K 0.04%
15,705
-39
382
$727K 0.04%
44,243
+6,533
383
$726K 0.04%
9,474
+1,093
384
$723K 0.04%
+31,002
385
$721K 0.04%
13,416
+5,030
386
$721K 0.04%
8,185
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387
$720K 0.04%
23,852
-7,832
388
$718K 0.04%
14,832
+2,802
389
$717K 0.04%
17,690
+5,644
390
$711K 0.04%
50,203
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391
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26,331
-7,246
392
$708K 0.04%
15,407
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393
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4,638
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394
$701K 0.04%
+23,878
395
$700K 0.04%
37,725
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396
$696K 0.04%
8,294
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397
$695K 0.04%
12,369
+3,928
398
$692K 0.04%
8,032
+3,297
399
$691K 0.04%
65,717
-7,476
400
$688K 0.04%
15,923
-5,276
14 15
16
17 18