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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$401K 0.04%
4,307
-339
402
$400K 0.04%
9,786
+15
403
$400K 0.04%
35,462
-31,640
404
$398K 0.04%
+9,877
405
$396K 0.04%
11,986
-10,881
406
$395K 0.03%
3,834
+705
407
$392K 0.03%
24,303
-914
408
$391K 0.03%
935
-807
409
$389K 0.03%
3,299
+324
410
$388K 0.03%
3,394
-199,560
411
$388K 0.03%
2,847
+347
412
$386K 0.03%
17,579
-10,278
413
$383K 0.03%
2,183
-184
414
$382K 0.03%
7,630
+311
415
$382K 0.03%
3,766
+1,195
416
$381K 0.03%
14,409
-226
417
$376K 0.03%
26,997
+9,584
418
$376K 0.03%
+16,702
419
$376K 0.03%
11,109
-8,559
420
$375K 0.03%
+23,980
421
$375K 0.03%
2,403
+835
422
$371K 0.03%
+3,658
423
$370K 0.03%
+4,969
424
$368K 0.03%
+8,913
425
$368K 0.03%
14,114
-10,668
15 16
17
18 19