FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$660K 0.05%
21,348
+11,915
452
$659K 0.05%
12,811
+928
453
$657K 0.05%
4,637
+519
454
$655K 0.05%
22,370
-1,400
455
$654K 0.05%
+5,174
456
$654K 0.05%
16,029
-511
457
$654K 0.05%
19,514
-1,078
458
$653K 0.05%
4,660
-256
459
$653K 0.05%
13,009
+2,791
460
$649K 0.05%
16,647
-5
461
$642K 0.05%
172,044
-11,043
462
$642K 0.05%
16,055
+498
463
$640K 0.05%
7,675
-480
464
$636K 0.05%
3,308
+23
465
$636K 0.05%
4,088
+16
466
$633K 0.05%
21,686
+583
467
$633K 0.05%
10,394
-646
468
$630K 0.05%
5,871
+100
469
$627K 0.05%
5,796
+191
470
$626K 0.05%
2,640
-205
471
$623K 0.05%
3,202
+325
472
$623K 0.05%
1,357
+26
473
$621K 0.05%
6,648
+1,002
474
$620K 0.05%
5,390
-5,800
475
$619K 0.05%
3,371
-3,786
17 18
19
20 21