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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$338K 0.03%
+1,647
452
$337K 0.03%
+5,869
453
$336K 0.03%
6,132
-165
454
$336K 0.03%
+2,167
455
$335K 0.03%
+1,137
456
$333K 0.03%
7,867
+423
457
$332K 0.03%
9,305
+2,808
458
$329K 0.03%
8,455
+3,387
459
$329K 0.03%
12,432
+4,023
460
$327K 0.03%
3,963
+15
461
$327K 0.03%
2,436
+164
462
$327K 0.03%
6,940
-209
463
$326K 0.03%
7,406
+2,471
464
$326K 0.03%
27,682
-700
465
$323K 0.03%
4,969
-3,770
466
$322K 0.03%
+6,450
467
$321K 0.03%
+13,212
468
$320K 0.03%
+5,199
469
$320K 0.03%
+3,968
470
$318K 0.03%
10,698
-1,673
471
$318K 0.03%
+3,353
472
$316K 0.03%
7,384
+1,344
473
$315K 0.03%
+4,084
474
$314K 0.03%
+7,594
475
$314K 0.03%
7,821
-1,323
17 18
19
20 21