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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$786K 0.06%
4,853
-2,308
402
$785K 0.06%
36,364
+846
403
$784K 0.06%
37,142
+819
404
$777K 0.06%
13,260
-270
405
$776K 0.06%
12,365
-2,987
406
$772K 0.06%
19,130
+890
407
$767K 0.06%
12,692
-2,707
408
$765K 0.06%
2,069
-109
409
$764K 0.06%
23,868
+390
410
$763K 0.06%
5,212
+1,223
411
$751K 0.06%
22,705
+8,386
412
$748K 0.06%
7,335
-57
413
$747K 0.06%
2,876
-46
414
$747K 0.06%
3,592
-483
415
$739K 0.06%
8,982
-422
416
$734K 0.05%
56,101
+23,268
417
$733K 0.05%
4,128
-1,510
418
$730K 0.05%
4,819
+2,169
419
$725K 0.05%
1,480
-19
420
$725K 0.05%
10,978
-2,427
421
$724K 0.05%
6,578
+59
422
$722K 0.05%
5,177
-30
423
$721K 0.05%
17,969
-657
424
$721K 0.05%
2,808
-87
425
$719K 0.05%
17,742
+4,343
15 16
17
18 19