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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$569K 0.03%
16,132
+454
477
$567K 0.03%
31,856
+740
478
$566K 0.03%
5,311
-14,687
479
$565K 0.03%
11,844
-36
480
$565K 0.03%
71,556
-20,750
481
$565K 0.03%
13,993
+1,446
482
$564K 0.03%
3,959
+527
483
$564K 0.03%
+3,769
484
$557K 0.03%
11,583
+171
485
$557K 0.03%
37,746
-6,379
486
$556K 0.03%
16,078
-729
487
$555K 0.03%
+7,856
488
$555K 0.03%
5,679
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489
$549K 0.03%
3,514
+542
490
$543K 0.03%
8,091
+683
491
$543K 0.03%
6,592
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492
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10,386
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493
$530K 0.03%
16,130
+1,560
494
$530K 0.03%
65,980
-39,180
495
$530K 0.03%
10,590
+2,000
496
$528K 0.03%
16,942
+993
497
$526K 0.03%
10,980
-1,074
498
$526K 0.03%
231,808
-30,501
499
$523K 0.03%
90,780
+9,491
500
$523K 0.03%
11,782
+926
18 19
20
21 22