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

Top Buys

1
+$41.1M
2
+$16.8M
3
+$14.9M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.79M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.48M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.91%
3 Industrials 4.33%
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%
20,649
-3,196
378
$736K 0.04%
9,996
+2,473
379
$736K 0.04%
4,602
+317
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
+2,538
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
-5,149
391
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26,331
-7,246
392
$708K 0.04%
15,407
+5,557
393
$708K 0.04%
4,638
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394
$701K 0.04%
+35,817
395
$700K 0.04%
37,725
+435
396
$696K 0.04%
8,294
+2,629
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