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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$367K 0.03%
7,186
427
$366K 0.03%
8,014
+1,116
428
$365K 0.03%
+8,975
429
$365K 0.03%
5,923
-967
430
$364K 0.03%
5,822
-548
431
$362K 0.03%
+3,766
432
$360K 0.03%
2,943
+632
433
$358K 0.03%
3,791
-6
434
$355K 0.03%
11,203
-33
435
$354K 0.03%
1,627
-50
436
$353K 0.03%
8,379
-389
437
$353K 0.03%
+4,563
438
$352K 0.03%
8,149
+2,833
439
$351K 0.03%
+3,767
440
$350K 0.03%
3,017
-2,452
441
$349K 0.03%
8,091
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442
$349K 0.03%
8,409
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443
$347K 0.03%
4,128
+1,145
444
$347K 0.03%
7,952
+981
445
$346K 0.03%
10,983
-1,955
446
$346K 0.03%
2,590
+904
447
$345K 0.03%
6,649
+714
448
$345K 0.03%
1,286
+444
449
$343K 0.03%
4,140
+264
450
$340K 0.03%
1,473
-29
16 17
18
19 20