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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.86M 0.4%
164,320
+3,907
27
$7.71M 0.39%
+94,729
28
$7.68M 0.39%
230,946
-1,548
29
$7.57M 0.39%
145,900
+71,840
30
$7.32M 0.37%
27,801
-155,445
31
$7.08M 0.36%
137,734
+2,879
32
$7.06M 0.36%
41,408
-4,834
33
$6.88M 0.35%
63,936
+4,459
34
$6.57M 0.34%
+145,737
35
$6.2M 0.32%
85,720
+32,680
36
$6.2M 0.32%
164,895
+146,471
37
$5.83M 0.3%
99,912
+94,599
38
$5.8M 0.3%
35,782
+6,588
39
$5.75M 0.29%
969,324
-434,171
40
$5.65M 0.29%
+92,731
41
$5.49M 0.28%
88,315
-73,957
42
$5.48M 0.28%
+113,286
43
$5.41M 0.28%
71,750
+7,249
44
$5.19M 0.26%
120,974
+8,091
45
$5.08M 0.26%
274,109
+35,861
46
$5.04M 0.26%
+182,822
47
$5M 0.26%
15,264
-2,107
48
$4.81M 0.25%
143,428
+92,292
49
$4.75M 0.24%
56,905
-155,201
50
$4.66M 0.24%
41,304
+16,065
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