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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.55M 0.42%
129,686
+118,962
27
$4.98M 0.38%
99,708
-639,663
28
$4.9M 0.37%
+1,607,531
29
$4.65M 0.35%
38,539
+32,246
30
$4.51M 0.34%
44,325
+41,923
31
$4.36M 0.33%
+150,543
32
$4.34M 0.33%
21,417
+11,587
33
$4.31M 0.33%
326,439
+317,561
34
$4.17M 0.32%
49,372
+33,165
35
$4.1M 0.31%
+52,509
36
$3.85M 0.29%
32,166
+27,976
37
$3.64M 0.28%
+121,390
38
$3.56M 0.27%
32,839
+8,530
39
$3.55M 0.27%
75,425
+73,516
40
$3.47M 0.26%
21,352
+18,212
41
$3.45M 0.26%
11,047
-18,257
42
$3.43M 0.26%
68,081
+27,593
43
$3.41M 0.26%
+127,440
44
$3.4M 0.26%
42,125
+31,410
45
$3.1M 0.24%
36,085
+20,476
46
$3.04M 0.23%
100,088
+85,761
47
$2.95M 0.22%
27,896
-30,038
48
$2.94M 0.22%
132,675
+131,408
49
$2.92M 0.22%
23,195
+17,675
50
$2.85M 0.22%
24,922
-7,763
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