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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.59M 0.56%
12,394
-2,902
27
$7.57M 0.55%
22,506
-1,488
28
$7.5M 0.55%
134,172
-276,920
29
$7.48M 0.55%
269,482
-22,353
30
$7.4M 0.54%
298,616
+131,903
31
$7.33M 0.54%
138,232
+2,067
32
$7.19M 0.53%
49,660
+860
33
$7.14M 0.52%
220,220
+180,090
34
$7.02M 0.51%
23,489
-1,172
35
$7M 0.51%
275,150
+4,538
36
$6.72M 0.49%
50,736
+6,083
37
$6.15M 0.45%
125,775
-11,495
38
$6.13M 0.45%
27,127
+16,100
39
$6.02M 0.44%
9,016
+70
40
$5.94M 0.44%
49,344
-1,911
41
$5.87M 0.43%
42,600
+540
42
$5.78M 0.42%
137,680
+23,052
43
$5.77M 0.42%
228,395
+26,010
44
$5.66M 0.41%
+11,916
45
$5.62M 0.41%
13,550
-578
46
$5.52M 0.4%
159,865
+40,177
47
$5.42M 0.4%
52,634
+7,463
48
$5.36M 0.39%
46,601
+5,985
49
$5.35M 0.39%
49,072
-15,352
50
$5.22M 0.38%
14,829
+30
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