FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$3.84M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.9M

Top Sells

1
+$29.9M
2
+$4.81M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$476K 0.04%
7,083
+3,554
452
$473K 0.04%
1,205
+278
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-3,507
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3,001
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456
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+4,049
457
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379
-23
458
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459
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2,447
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460
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+7,991
461
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1,770
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462
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1,760
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463
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+8,278
464
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3,524
+1,301
465
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6,730
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466
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468
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469
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471
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15,027
-3,483
472
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3,982
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473
$448K 0.04%
15,764
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474
$447K 0.04%
6,559
-1,888
475
$447K 0.04%
+11,931
17 18
19
20 21