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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.17M 0.53%
13,446
-436
27
$7.16M 0.53%
113,619
+4,478
28
$7.13M 0.53%
26,326
+1,229
29
$7.13M 0.53%
+294,674
30
$7.11M 0.53%
63,199
+13,554
31
$7.01M 0.52%
+130,088
32
$6.98M 0.52%
54,507
+1,285
33
$6.8M 0.51%
265,604
-12,364
34
$6.62M 0.49%
80,361
+5,966
35
$6.59M 0.49%
23,710
-1,001
36
$6.48M 0.48%
27,581
-4,136
37
$6.41M 0.48%
43,890
-13,290
38
$6.23M 0.46%
51,020
-7,580
39
$6.04M 0.45%
92,117
+51,807
40
$5.91M 0.44%
44,013
-1,955
41
$5.73M 0.43%
47,653
-1,389
42
$5.7M 0.42%
47,155
-17,184
43
$5.69M 0.42%
3,652
-3,420
44
$5.44M 0.41%
49,461
-2,248
45
$5.13M 0.38%
10,170
+251
46
$5.13M 0.38%
101,538
+8,530
47
$4.86M 0.36%
28,280
-860
48
$4.86M 0.36%
249,750
-54,250
49
$4.8M 0.36%
34,237
+2,109
50
$4.7M 0.35%
68,179
-9,441
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