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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$912K 0.07%
6,539
-167
377
$911K 0.07%
1,530
-38
378
$910K 0.07%
14,128
-1,716
379
$909K 0.07%
3,874
-169
380
$905K 0.07%
+12,348
381
$894K 0.07%
15,106
-1,302
382
$889K 0.07%
+8,489
383
$889K 0.07%
13,194
-1,151
384
$886K 0.06%
11,577
-194
385
$882K 0.06%
34,247
-3,767
386
$882K 0.06%
20,381
+1,749
387
$881K 0.06%
12,585
-1,080
388
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+12,101
389
$873K 0.06%
+24,255
390
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28,298
+4,428
391
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60,501
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393
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394
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395
$857K 0.06%
21,207
+3,348
396
$855K 0.06%
+16,971
397
$850K 0.06%
3,490
-88
398
$849K 0.06%
14,573
-241
399
$845K 0.06%
104,063
+17,619
400
$843K 0.06%
29,861
-2,212
14 15
16
17 18