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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$667K 0.05%
4,884
-980
452
$666K 0.05%
2,777
-19
453
$665K 0.05%
+4,302
454
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455
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37,202
-1,388
456
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27,443
-7,009
457
$646K 0.05%
17,334
-252
458
$645K 0.05%
6,145
-1,234
459
$645K 0.05%
45,272
+2,303
460
$643K 0.05%
7,540
-392
461
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15,561
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462
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3,753
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463
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7,199
-154
464
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8,140
-276
465
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18,807
-4,136
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2,141
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20,816
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470
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151,849
-8,917
471
$622K 0.05%
16,713
-2,514
472
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49,571
-3,003
473
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13,853
+2,513
474
$615K 0.05%
14,806
+650
475
$614K 0.05%
6,615
-226
17 18
19
20 21