FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.67M
3
+$8.07M
4
USRT icon
iShares Core US REIT ETF
USRT
+$6.67M
5
HMY icon
Harmony Gold Mining
HMY
+$5.77M

Top Sells

1
+$42.4M
2
+$15.4M
3
+$13.7M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.36%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$847K 0.04%
28,342
+901
402
$838K 0.04%
38,904
+1,912
403
$833K 0.04%
+22,081
404
$831K 0.04%
+14,749
405
$831K 0.04%
+14,702
406
$825K 0.04%
55,821
+733
407
$823K 0.04%
88,514
+68,790
408
$821K 0.04%
17,017
-6,054
409
$820K 0.04%
17,036
+1,083
410
$814K 0.04%
45,900
+2,130
411
$806K 0.04%
20,430
+675
412
$802K 0.04%
13,910
+6,478
413
$801K 0.04%
27,090
+1,083
414
$797K 0.04%
10,582
+2,601
415
$795K 0.04%
7,600
+457
416
$794K 0.04%
41,211
+3,857
417
$793K 0.04%
46,651
+35,771
418
$786K 0.04%
5,537
-17,134
419
$781K 0.04%
12,333
+546
420
$780K 0.04%
15,047
+592
421
$779K 0.04%
15,586
+2,736
422
$777K 0.04%
21,434
+9,077
423
$766K 0.04%
105,303
+5,010
424
$765K 0.04%
50,859
+3,111
425
$764K 0.04%
4,284
-608
15 16
17
18 19