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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$301K 0.03%
1,456
-191
402
$299K 0.03%
3,755
-721
403
$298K 0.03%
3,201
-1,106
404
$297K 0.03%
13,766
+1,058
405
$297K 0.03%
110,719
-16,146
406
$296K 0.03%
8,416
-8,612
407
$296K 0.03%
37,296
+14,957
408
$296K 0.03%
31,908
-9,612
409
$295K 0.03%
196,373
-67,893
410
$295K 0.03%
2,613
+210
411
$294K 0.03%
2,032
-151
412
$293K 0.03%
4,867
-1,859
413
$291K 0.03%
+1,736
414
$291K 0.03%
+7,264
415
$290K 0.03%
665
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416
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5,871
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417
$287K 0.03%
5,543
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418
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3,915
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419
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1,613
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420
$280K 0.03%
4,477
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421
$278K 0.03%
2,790
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422
$277K 0.03%
2,678
-169
423
$277K 0.03%
+30,102
424
$276K 0.03%
4,874
-123
425
$276K 0.03%
23,202
-3,795
15 16
17
18 19