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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.01M 0.56%
+13,103
27
$4.88M 0.55%
124,233
-879
28
$4.87M 0.55%
8,837
-480
29
$4.86M 0.55%
169,655
-5,659
30
$4.79M 0.54%
49,364
+445
31
$4.74M 0.53%
10,180
-632
32
$4.73M 0.53%
132,770
-7,225
33
$4.72M 0.53%
195,492
-8,780
34
$4.69M 0.53%
44,466
+2,147
35
$4.64M 0.52%
18,695
-334
36
$4.52M 0.51%
62,886
-4,941
37
$4.48M 0.5%
14,495
-2,255
38
$4.47M 0.5%
165,290
-11,437
39
$4.46M 0.5%
41,911
-2,071
40
$4.45M 0.5%
111,021
+17,707
41
$4.26M 0.48%
174,161
-16,309
42
$4.25M 0.48%
+64,759
43
$4.1M 0.46%
82,967
-14,262
44
$4.04M 0.45%
146,310
-7,080
45
$3.97M 0.45%
16,559
-1,904
46
$3.89M 0.44%
175,219
+6,342
47
$3.82M 0.43%
37,853
-261
48
$3.7M 0.42%
74,244
-6,292
49
$3.66M 0.41%
50,550
-1,390
50
$3.62M 0.41%
13,797
-505
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