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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$634K 0.04%
6,452
-3,313
427
$634K 0.04%
19,497
+1,296
428
$631K 0.04%
10,655
+847
429
$630K 0.04%
14,415
+3,704
430
$629K 0.04%
10,756
+4,084
431
$624K 0.04%
4,741
+348
432
$622K 0.04%
29,356
-2,156
433
$621K 0.04%
1,327
-180
434
$619K 0.04%
12,953
+338
435
$618K 0.04%
91,555
+26,490
436
$617K 0.04%
29,174
+3,322
437
$617K 0.04%
11,619
+4,314
438
$616K 0.04%
15,742
-6,216
439
$615K 0.04%
5,179
-430
440
$615K 0.04%
7,097
+2,934
441
$614K 0.04%
79,288
-24
442
$612K 0.04%
6,438
+251
443
$609K 0.04%
39,694
-6,303
444
$606K 0.04%
4,935
+987
445
$604K 0.04%
3,155
-3
446
$604K 0.04%
3,901
+1,392
447
$604K 0.04%
35,268
+12,698
448
$604K 0.04%
13,690
-4,621
449
$603K 0.04%
12,572
+921
450
$603K 0.04%
4,915
+738
16 17
18
19 20