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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$500K 0.06%
4,878
-299
427
$500K 0.06%
7,479
+295
428
$499K 0.06%
5,879
-492
429
$496K 0.06%
24,619
-1,792
430
$496K 0.06%
17,031
+3,283
431
$495K 0.06%
12,797
+486
432
$494K 0.06%
14,920
-1,508
433
$491K 0.06%
4,863
-178
434
$491K 0.06%
7,069
-445
435
$491K 0.06%
+2,672
436
$488K 0.05%
5,286
-804
437
$488K 0.05%
5,469
-1,278
438
$487K 0.05%
+28,516
439
$487K 0.05%
10,854
+513
440
$486K 0.05%
+6,844
441
$485K 0.05%
9,745
-1,168
442
$485K 0.05%
2,959
-102
443
$482K 0.05%
13,242
+1,149
444
$481K 0.05%
25,391
-1,881
445
$476K 0.05%
18,024
+1,698
446
$476K 0.05%
+34,689
447
$475K 0.05%
41,240
+19,919
448
$473K 0.05%
19,060
-11,256
449
$473K 0.05%
13,692
+39
450
$471K 0.05%
12,380
-1,362
16 17
18
19 20