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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$617K 0.05%
35,997
-319
477
$611K 0.05%
14,654
+75
478
$609K 0.05%
10,967
+109
479
$609K 0.05%
3,393
-395
480
$608K 0.05%
6,130
+44
481
$603K 0.04%
9,848
+2,449
482
$599K 0.04%
+18,444
483
$598K 0.04%
16,485
+1,115
484
$597K 0.04%
10,326
-360
485
$597K 0.04%
9,985
-851
486
$595K 0.04%
4,223
+389
487
$592K 0.04%
5,701
-74
488
$592K 0.04%
15,473
-2,432
489
$589K 0.04%
14,399
-2,481
490
$589K 0.04%
8,565
+118
491
$587K 0.04%
31,377
+2,621
492
$586K 0.04%
8,787
+635
493
$586K 0.04%
10,437
-112
494
$584K 0.04%
14,829
+5,142
495
$580K 0.04%
22,683
-38,486
496
$574K 0.04%
10,731
+828
497
$571K 0.04%
2,097
+36
498
$571K 0.04%
24,783
+294
499
$566K 0.04%
5,601
-178
500
$565K 0.04%
4,914
+95
18 19
20
21 22