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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$750K 0.05%
7,723
-197
427
$748K 0.05%
8,065
+654
428
$746K 0.05%
5,220
-2,888
429
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5,155
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430
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-247
431
$733K 0.05%
23,222
-488
432
$732K 0.05%
3,430
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433
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8,974
-49
434
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3,769
+606
435
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1,932
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436
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8,064
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437
$715K 0.05%
9,247
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438
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2,014
-170
439
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3,922
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440
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442
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11,252
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443
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30,198
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444
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21,425
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445
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446
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13,824
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447
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22,251
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448
$675K 0.05%
31,923
-4,217
449
$675K 0.05%
9,396
-562
450
$673K 0.05%
5,819
-31
16 17
18
19 20