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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$434K 0.03%
5,976
-23,891
427
$433K 0.03%
+9,628
428
$431K 0.03%
9,224
-4,594
429
$431K 0.03%
9,970
+1,089
430
$431K 0.03%
8,287
+4,676
431
$430K 0.03%
5,281
+2,465
432
$430K 0.03%
12,405
+7,436
433
$429K 0.03%
22,184
+10,597
434
$428K 0.03%
4,214
-26,195
435
$428K 0.03%
31,570
+27,614
436
$425K 0.03%
21,383
-8,111
437
$425K 0.03%
35,489
+18,018
438
$420K 0.03%
5,306
-624
439
$418K 0.03%
10,932
-285,120
440
$418K 0.03%
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441
$417K 0.03%
6,724
+5,459
442
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4,430
-6,015
443
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4,206
-14,651
444
$411K 0.03%
41,103
-568
445
$409K 0.03%
+5,033
446
$409K 0.03%
+3,288
447
$408K 0.03%
10,734
-7,406
448
$405K 0.03%
9,118
-5,329
449
$402K 0.03%
+1,624
450
$401K 0.03%
12,154
+3,164
16 17
18
19 20