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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$480K 0.04%
16,512
-21,891
402
$480K 0.04%
43,368
+25,853
403
$479K 0.04%
10,733
-7,376
404
$474K 0.04%
10,988
-5,888
405
$473K 0.04%
2,928
-25,364
406
$473K 0.04%
894
-15
407
$470K 0.04%
18,241
+10,853
408
$469K 0.04%
5,978
+1,697
409
$469K 0.04%
4,519
+2,613
410
$469K 0.04%
4,825
-21,647
411
$466K 0.04%
31,175
+18,122
412
$459K 0.03%
18,400
-50,830
413
$458K 0.03%
28,620
-98,130
414
$454K 0.03%
3,577
-195,536
415
$447K 0.03%
7,549
-628
416
$446K 0.03%
17,081
+8,269
417
$445K 0.03%
3,304
-14,055
418
$443K 0.03%
18,402
-26,112
419
$442K 0.03%
4,473
-6,489
420
$441K 0.03%
77,775
+67,827
421
$441K 0.03%
+5,869
422
$441K 0.03%
11,409
+187
423
$439K 0.03%
2,839
-195,931
424
$438K 0.03%
9,730
-200
425
$434K 0.03%
46,189
+31,265
15 16
17
18 19