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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.63M 0.44%
+284,790
27
$7.36M 0.43%
81,721
+7,443
28
$7.15M 0.42%
414,435
-32,754
29
$6.94M 0.4%
93,292
+6,235
30
$6.53M 0.38%
125,461
+1,583
31
$6.26M 0.36%
1,060,448
-155,779
32
$5.86M 0.34%
52,905
-167,179
33
$5.85M 0.34%
+868,165
34
$5M 0.29%
91,555
+79,945
35
$4.88M 0.28%
85,186
-17,091
36
$4.86M 0.28%
29,605
+496
37
$4.79M 0.28%
51,486
-11,377
38
$4.75M 0.28%
85,157
+75,954
39
$4.71M 0.27%
31,889
+905
40
$4.63M 0.27%
54,823
-198,718
41
$4.61M 0.27%
+107,132
42
$4.39M 0.26%
64,708
-5,442
43
$4.17M 0.24%
268,338
-32,881
44
$4.08M 0.24%
62,777
+58,866
45
$4.05M 0.24%
+170,838
46
$4.04M 0.23%
+45,886
47
$3.91M 0.23%
71,044
+1,337
48
$3.87M 0.23%
169,759
-121,610
49
$3.82M 0.22%
204,942
+24,165
50
$3.76M 0.22%
33,354
+17,058
1
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