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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$602K 0.04%
3,723
+89
452
$601K 0.04%
4,594
+2,474
453
$601K 0.04%
44,917
+22,895
454
$600K 0.03%
8,567
+3,418
455
$599K 0.03%
7,519
-1,821
456
$597K 0.03%
18,831
+1,091
457
$593K 0.03%
27,820
+6,354
458
$593K 0.03%
9,448
-89,795
459
$591K 0.03%
13,349
+1,034
460
$590K 0.03%
3,047
-685
461
$588K 0.03%
30,110
+8,511
462
$587K 0.03%
14,458
-2,164
463
$587K 0.03%
26,617
-9,910
464
$584K 0.03%
13,294
+3,752
465
$584K 0.03%
13,398
+40
466
$584K 0.03%
10,988
+264
467
$581K 0.03%
13,304
-2,764
468
$579K 0.03%
+6,349
469
$578K 0.03%
11,132
+130
470
$576K 0.03%
6,410
+111
471
$575K 0.03%
73,491
-7,310
472
$574K 0.03%
9,708
+1,759
473
$572K 0.03%
21,103
+1,277
474
$572K 0.03%
35,542
+1,233
475
$570K 0.03%
51,795
+32,655
17 18
19
20 21