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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.22M 0.74%
126,055
+10,472
27
$9.04M 0.72%
61,194
+1,501
28
$8.39M 0.67%
120,312
-13,671
29
$7.75M 0.62%
51,347
+669
30
$7.41M 0.59%
41,097
+84
31
$7.38M 0.59%
94,925
-23,425
32
$7.34M 0.59%
81,250
-8,000
33
$7.16M 0.57%
219,028
+39,945
34
$6.7M 0.54%
129,858
-14,763
35
$6.68M 0.54%
12,704
+1,686
36
$6.56M 0.53%
115,149
-2,089
37
$6.31M 0.51%
125,894
-11,860
38
$6.08M 0.49%
42,631
+2,547
39
$5.97M 0.48%
69,091
-10,224
40
$5.87M 0.47%
77,206
-14,590
41
$5.81M 0.47%
188,132
-28,980
42
$5.53M 0.44%
121,154
+20,853
43
$5.4M 0.43%
124,520
-13,859
44
$5.29M 0.42%
209,487
-7,314
45
$5.28M 0.42%
199,056
+89,466
46
$5.23M 0.42%
28,452
+2,295
47
$5.18M 0.42%
67,026
+42,102
48
$5.1M 0.41%
62,409
-10,348
49
$5.09M 0.41%
10,488
+699
50
$4.96M 0.4%
27,134
+2,894
1
2
3 4 5