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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$313K 0.03%
5,396
-55
477
$312K 0.03%
8,552
+1,606
478
$312K 0.03%
5,148
-1,569
479
$312K 0.03%
3,647
+349
480
$311K 0.03%
21,420
-6,571
481
$310K 0.03%
4,206
-993
482
$310K 0.03%
4,109
+784
483
$309K 0.03%
844
-62
484
$309K 0.03%
7,468
+1,944
485
$308K 0.03%
2,865
+529
486
$305K 0.03%
3,471
-974
487
$304K 0.03%
+5,245
488
$304K 0.03%
+11,492
489
$304K 0.03%
+78
490
$304K 0.03%
41,520
+341
491
$304K 0.03%
86,509
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492
$303K 0.03%
4,476
-166
493
$302K 0.03%
8,300
+236
494
$302K 0.03%
4,918
-1,734
495
$301K 0.03%
5,597
-61
496
$300K 0.03%
20,111
-1,067
497
$300K 0.03%
14,284
-304
498
$298K 0.03%
+5,855
499
$298K 0.03%
6,480
+128
500
$297K 0.03%
55,385
-49,477
18 19
20
21 22