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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$826K 0.06%
5,029
-1,367
377
$824K 0.06%
+4,043
378
$819K 0.06%
32,073
+342
379
$815K 0.06%
9,705
-1,716
380
$814K 0.06%
49,968
+23,345
381
$813K 0.06%
39,564
+6,418
382
$812K 0.06%
4,750
+87
383
$808K 0.06%
1,568
-1,411
384
$805K 0.06%
6,706
+128
385
$791K 0.06%
2,796
-2,065
386
$786K 0.06%
31,896
-2,036
387
$785K 0.06%
23,870
+2,522
388
$780K 0.06%
10,510
+1,655
389
$778K 0.06%
18,933
+2,332
390
$774K 0.06%
+36,140
391
$774K 0.06%
17,982
+1,335
392
$773K 0.06%
1,874
-195
393
$762K 0.06%
7,645
+310
394
$761K 0.06%
17,797
-172
395
$757K 0.06%
4,158
+566
396
$757K 0.06%
3,537
-409
397
$744K 0.06%
19,582
+4,753
398
$736K 0.06%
16,717
+1,817
399
$736K 0.06%
5,290
-12,576
400
$731K 0.06%
3,578
-785
14 15
16
17 18