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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$849K 0.06%
32,451
+4,953
377
$846K 0.06%
7,564
+133
378
$837K 0.06%
58,066
+404
379
$831K 0.06%
14,900
-3,237
380
$824K 0.06%
5,345
+1,093
381
$824K 0.06%
15,231
-110
382
$821K 0.06%
7,444
+49
383
$820K 0.06%
139,418
+5,379
384
$820K 0.06%
67,093
+14,371
385
$819K 0.06%
9,555
-104
386
$819K 0.06%
29,502
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387
$810K 0.06%
37,804
+12,077
388
$807K 0.06%
13,089
+6,834
389
$804K 0.06%
19,955
+950
390
$802K 0.06%
33,932
+6,664
391
$800K 0.06%
16,236
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392
$800K 0.06%
8,418
+1,930
393
$796K 0.06%
6,870
+1,198
394
$792K 0.06%
5,385
+18
395
$791K 0.06%
4,125
-1,302
396
$791K 0.06%
35,665
+867
397
$789K 0.06%
9,325
-199
398
$789K 0.06%
36,287
+864
399
$788K 0.06%
35,313
+860
400
$786K 0.06%
1,286
-450
14 15
16
17 18