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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$471K 0.05%
9,345
-896
452
$471K 0.05%
1,962
+678
453
$470K 0.05%
2,095
-113
454
$470K 0.05%
10,665
+873
455
$467K 0.05%
+11,381
456
$466K 0.05%
1,867
-135
457
$465K 0.05%
1,754
-16
458
$463K 0.05%
6,084
-938
459
$461K 0.05%
+13,392
460
$456K 0.05%
11,045
-634
461
$456K 0.05%
19,920
+1,113
462
$453K 0.05%
194,536
-24,758
463
$453K 0.05%
3,595
-739
464
$452K 0.05%
13,992
-886
465
$451K 0.05%
19,607
-975
466
$448K 0.05%
7,040
-4,222
467
$441K 0.05%
1,133
-119
468
$440K 0.05%
7,004
+59
469
$439K 0.05%
7,163
+78
470
$437K 0.05%
4,821
+299
471
$436K 0.05%
6,839
-1,045
472
$432K 0.05%
2,728
+113
473
$432K 0.05%
4,559
-258
474
$428K 0.05%
912
-106
475
$427K 0.05%
15,548
-23,449
17 18
19
20 21