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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$763K 0.04%
31,897
+428
427
$762K 0.04%
12,259
-431
428
$760K 0.04%
7,086
-95,062
429
$760K 0.04%
14,873
-451
430
$760K 0.04%
392,664
+9,136
431
$759K 0.04%
12,114
+5,925
432
$759K 0.04%
11,830
+3,014
433
$758K 0.04%
8,904
+2,560
434
$758K 0.04%
17,621
-2,178
435
$755K 0.04%
3,798
+10
436
$753K 0.04%
6,756
+125
437
$752K 0.04%
30,404
+2,627
438
$750K 0.04%
69,766
+3,482
439
$749K 0.04%
29,679
+224
440
$748K 0.04%
5,036
-127
441
$747K 0.04%
24,924
-2,142
442
$747K 0.04%
11,477
-269
443
$745K 0.04%
14,590
+583
444
$743K 0.04%
+11,334
445
$742K 0.04%
17,092
-1,005
446
$740K 0.04%
84,110
+1,599
447
$736K 0.04%
11,195
+2,065
448
$734K 0.04%
13,839
-623
449
$732K 0.04%
8,022
+1,188
450
$731K 0.04%
7,291
+3,580
16 17
18
19 20