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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$731K 0.04%
12,761
-2,496
452
$724K 0.04%
17,948
-1,731
453
$718K 0.04%
64,800
+49,735
454
$718K 0.04%
11,783
+2,154
455
$717K 0.04%
14,645
-15,225
456
$715K 0.04%
6,604
+560
457
$713K 0.04%
1,130
-90
458
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52,244
+31,014
459
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33,641
-5,152
460
$708K 0.04%
33,757
-4,910
461
$707K 0.04%
11,412
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462
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5,181
+31
463
$706K 0.04%
7,088
-473
464
$705K 0.04%
33,461
-4,685
465
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33,800
-4,518
466
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20,113
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467
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7,348
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468
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3,762
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469
$694K 0.04%
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470
$692K 0.04%
+11,468
471
$690K 0.04%
3,982
+183
472
$690K 0.04%
109,474
+9,597
473
$690K 0.04%
13,277
+759
474
$688K 0.04%
4,886
+1,968
475
$686K 0.04%
26,159
+14,206
17 18
19
20 21