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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$400K 0.03%
4,506
-106,357
452
$395K 0.03%
16,435
-15,547
453
$393K 0.03%
10,072
-4,913
454
$392K 0.03%
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455
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32,854
-47,793
456
$387K 0.03%
43,085
+33,553
457
$386K 0.03%
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458
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459
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6,844
-22,787
460
$381K 0.03%
11,461
-25,067
461
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20,804
-4,238
462
$380K 0.03%
10,485
-2,745
463
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+3,313
464
$379K 0.03%
+4,019
465
$378K 0.03%
25,073
+23,849
466
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467
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468
$378K 0.03%
3,623
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$377K 0.03%
10,977
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$376K 0.03%
6,101
-7,558
471
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18,348
-27,066
472
$374K 0.03%
3,095
+797
473
$373K 0.03%
6,132
+1,477
474
$371K 0.03%
2,473
-45,147
475
$370K 0.03%
5,035
-14,813
17 18
19
20 21