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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$439K 0.04%
6,195
+44
377
$439K 0.04%
+14,739
378
$437K 0.04%
9,682
+633
379
$436K 0.04%
7,992
+910
380
$433K 0.04%
8,135
-631
381
$431K 0.04%
+2,281
382
$430K 0.04%
6,265
+327
383
$423K 0.04%
17,263
-4,680
384
$423K 0.04%
19,159
+3,726
385
$422K 0.04%
6,392
+246
386
$422K 0.04%
5,176
-1,074
387
$421K 0.04%
2,548
+276
388
$419K 0.04%
4,997
+1,930
389
$419K 0.04%
26,956
+9,686
390
$417K 0.04%
3,837
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$417K 0.04%
5,759
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8,357
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393
$412K 0.04%
19,153
+189
394
$408K 0.04%
2,948
-143
395
$407K 0.04%
4,457
-293
396
$406K 0.04%
11,266
-704
397
$405K 0.04%
7,859
-3
398
$405K 0.04%
8,560
+1,033
399
$404K 0.04%
4,131
+993
400
$403K 0.04%
12,708
-131
14 15
16
17 18