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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$251K 0.03%
4,268
-3,923
452
$250K 0.03%
3,684
-284
453
$250K 0.03%
+5,887
454
$249K 0.03%
+1,348
455
$249K 0.03%
33,511
+2,339
456
$248K 0.03%
12,447
-5,262
457
$247K 0.03%
7,766
-101
458
$246K 0.03%
2,865
-391
459
$245K 0.03%
48,995
-11,739
460
$245K 0.03%
4,646
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461
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+5,055
462
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4,506
-1,891
463
$242K 0.03%
6,348
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464
$242K 0.03%
2,082
-354
465
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466
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470
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4,590
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471
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3,472
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472
$233K 0.03%
13,189
-3,933
473
$232K 0.03%
2,023
-416
474
$232K 0.03%
9,424
-2,562
475
$232K 0.03%
79,590
-6,919
17 18
19
20 21