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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$529K 0.06%
25,201
-1,852
402
$527K 0.06%
5,555
-4
403
$525K 0.06%
10,848
-1,137
404
$525K 0.06%
6,823
-4,989
405
$524K 0.06%
10,159
-1,356
406
$523K 0.06%
1,773
-494
407
$522K 0.06%
27,014
-563
408
$521K 0.06%
48,892
+5,225
409
$520K 0.06%
3,340
-41
410
$520K 0.06%
4,028
-277
411
$519K 0.06%
7,438
+1,210
412
$517K 0.06%
3,983
+134
413
$516K 0.06%
3,238
-1,105
414
$514K 0.06%
15,589
+5,043
415
$514K 0.06%
2,333
-654
416
$509K 0.06%
8,721
-4,385
417
$509K 0.06%
+6,413
418
$508K 0.06%
601
-22
419
$508K 0.06%
+22,057
420
$507K 0.06%
6,048
+1,568
421
$504K 0.06%
10,934
+722
422
$503K 0.06%
21,110
+2,456
423
$503K 0.06%
+3,704
424
$501K 0.06%
+5,103
425
$501K 0.06%
+11,072
15 16
17
18 19