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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$684K 0.03%
6,541
+834
477
$681K 0.03%
11,363
-5,130
478
$675K 0.03%
9,983
-694
479
$673K 0.03%
92,697
+5,670
480
$668K 0.03%
7,672
-254
481
$666K 0.03%
13,932
-1,629
482
$664K 0.03%
46,975
-4,238
483
$659K 0.03%
36,425
+478
484
$657K 0.03%
+14,325
485
$655K 0.03%
222,954
+1,268
486
$652K 0.03%
11,268
+125
487
$650K 0.03%
5,164
-93
488
$647K 0.03%
2,998
-2,738
489
$646K 0.03%
+19,703
490
$646K 0.03%
8,871
+443
491
$645K 0.03%
13,142
+138
492
$645K 0.03%
116,919
+9,545
493
$644K 0.03%
29,345
+855
494
$643K 0.03%
19,184
+2,632
495
$640K 0.03%
5,397
+310
496
$638K 0.03%
19,327
+1,058
497
$637K 0.03%
2,480
+87
498
$631K 0.03%
13,790
-856
499
$631K 0.03%
13,783
+275
500
$628K 0.03%
+7,602
18 19
20
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