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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.76M 0.6%
36,761
-372
27
$6.71M 0.59%
47,600
-829
28
$6.62M 0.59%
55,907
-1,795
29
$6.39M 0.56%
28,088
-1,846
30
$6.28M 0.56%
55,457
-1,992
31
$6.18M 0.55%
115,446
-23,261
32
$6.11M 0.54%
108,969
+9,365
33
$6.06M 0.54%
91,436
+3,732
34
$5.98M 0.53%
56,925
-2,431
35
$5.96M 0.53%
51,483
+87
36
$5.94M 0.52%
197,940
+2,736
37
$5.91M 0.52%
79,960
-200
38
$5.62M 0.5%
18,870
+196
39
$5.58M 0.49%
2,923
+148
40
$5.47M 0.48%
138,662
-3,634
41
$5.43M 0.48%
44,548
-1,661
42
$5.39M 0.48%
8,340
+1,109
43
$5.34M 0.47%
191,556
-8,150
44
$5.33M 0.47%
77,360
+6,835
45
$5.28M 0.47%
45,008
+5,456
46
$5.15M 0.45%
367,140
+49,995
47
$5.02M 0.44%
108,286
-19,629
48
$4.88M 0.43%
48,273
-7,275
49
$4.83M 0.43%
139,633
-2,845
50
$4.83M 0.43%
94,143
-13,691
1
2
3 4 5