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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$427K 0.05%
+6,468
477
$425K 0.05%
20,637
+150
478
$424K 0.05%
4,050
+157
479
$423K 0.05%
9,295
+114
480
$422K 0.05%
11,161
-90
481
$419K 0.05%
19,766
-1,848
482
$417K 0.05%
2,440
-1,029
483
$417K 0.05%
5,851
-1,119
484
$417K 0.05%
5,097
-236
485
$415K 0.05%
20,633
-156
486
$413K 0.05%
5,227
+1,073
487
$411K 0.05%
+21,679
488
$407K 0.05%
14,353
-359
489
$407K 0.05%
3,033
-2,103
490
$406K 0.05%
14,844
-1,252
491
$406K 0.05%
9,753
-620
492
$402K 0.05%
5,030
+317
493
$399K 0.04%
12,319
+386
494
$399K 0.04%
6,028
+120
495
$395K 0.04%
3,800
-265
496
$395K 0.04%
8,495
+152
497
$393K 0.04%
4,393
-72
498
$393K 0.04%
+21,899
499
$392K 0.04%
2,496
-238
500
$390K 0.04%
+20,806
18 19
20
21 22