FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$718K 0.05%
33,146
-1,090
427
$716K 0.05%
30,309
+351
428
$705K 0.05%
7,737
-1,180
429
$703K 0.05%
3,767
+99
430
$695K 0.05%
7,811
+245
431
$694K 0.05%
18,146
-295
432
$691K 0.05%
13,242
+1,125
433
$690K 0.05%
7,047
-333
434
$686K 0.05%
9,471
+192
435
$683K 0.05%
14,921
+2,891
436
$682K 0.05%
2,874
-212
437
$681K 0.05%
7,659
+1,516
438
$679K 0.05%
8,304
+653
439
$675K 0.05%
6,841
+88
440
$674K 0.05%
+6,548
441
$673K 0.05%
485
-3
442
$673K 0.05%
16,133
+3,591
443
$672K 0.05%
9,865
-1,701
444
$671K 0.05%
112,182
-17,360
445
$671K 0.05%
18,972
+4,262
446
$668K 0.05%
8,211
-380
447
$668K 0.05%
13,376
+59
448
$667K 0.05%
9,151
-14,677
449
$663K 0.05%
32,123
-4,490
450
$663K 0.05%
8,855
+1,495
16 17
18
19 20