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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$370K 0.03%
47,768
+36,182
477
$369K 0.03%
12,512
+7,340
478
$369K 0.03%
5,901
-18,017
479
$367K 0.03%
9,302
+741
480
$366K 0.03%
13,575
-33,558
481
$365K 0.03%
+2,491
482
$365K 0.03%
42,437
+27,939
483
$362K 0.03%
26,168
+21,015
484
$361K 0.03%
17,042
+6,170
485
$359K 0.03%
12,356
+3,987
486
$355K 0.03%
+4,685
487
$355K 0.03%
6,327
-7,597
488
$354K 0.03%
14,690
+3,309
489
$351K 0.03%
10,448
-15,617
490
$350K 0.03%
3,104
-29,610
491
$347K 0.03%
8,049
+4,582
492
$347K 0.03%
19,048
+12,167
493
$346K 0.03%
2,765
-1,938
494
$345K 0.03%
4,832
-3,555
495
$345K 0.03%
12,277
+675
496
$344K 0.03%
34,019
+1,094
497
$343K 0.03%
8,043
+4,222
498
$342K 0.03%
+72,040
499
$341K 0.03%
28,529
+17,157
500
$340K 0.03%
33,523
-112,401
18 19
20
21 22