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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$728K 0.06%
8,361
-4,521
402
$725K 0.06%
527
+42
403
$725K 0.06%
18,632
-498
404
$721K 0.06%
4,853
+193
405
$720K 0.06%
7,379
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406
$720K 0.06%
3,116
-888
407
$713K 0.05%
9,610
+3,507
408
$708K 0.05%
+8,665
409
$706K 0.05%
9,563
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410
$703K 0.05%
2,753
-145
411
$702K 0.05%
2,925
+51
412
$700K 0.05%
7,411
-1,007
413
$699K 0.05%
7,920
+261
414
$692K 0.05%
15,154
+2,065
415
$686K 0.05%
11,880
+1,554
416
$685K 0.05%
7,035
-2,520
417
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14,915
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418
$682K 0.05%
22,943
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419
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8,416
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420
$678K 0.05%
1,897
-1,368
421
$677K 0.05%
6,841
-9,380
422
$674K 0.05%
38,590
+2,593
423
$672K 0.05%
+2,894
424
$669K 0.05%
13,786
+2,292
425
$668K 0.05%
52,574
-3,527
15 16
17
18 19