FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$686K 0.04%
+20,807
402
$686K 0.04%
28,850
+6,448
403
$685K 0.04%
6,994
+1,170
404
$682K 0.04%
943
+487
405
$679K 0.04%
9,919
+6,597
406
$678K 0.04%
148,910
-17,223
407
$674K 0.04%
21,806
+7,214
408
$674K 0.04%
35,109
+18,904
409
$674K 0.04%
39,271
-16,269
410
$670K 0.04%
6,473
+2,425
411
$666K 0.04%
12,840
-26
412
$666K 0.04%
32,671
+10,737
413
$663K 0.04%
13,277
-2,290
414
$661K 0.04%
+19,245
415
$656K 0.04%
20,781
+8,061
416
$654K 0.04%
17,494
+1,233
417
$653K 0.04%
16,501
+6,640
418
$652K 0.04%
24,045
+2,680
419
$647K 0.04%
5,817
-772
420
$646K 0.04%
12,417
-1,213
421
$643K 0.04%
9,693
+2,649
422
$641K 0.04%
4,489
+1,143
423
$641K 0.04%
8,893
+3,425
424
$638K 0.04%
26,430
+16,063
425
$635K 0.04%
6,010
+1,212
15 16
17
18 19