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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1 +$8.16M
2 +$6.98M
3 +$4.69M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.17M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.18M

Sector Composition

1 Industrials 4.8%
2 Technology 4.52%
3 Healthcare 4.42%
4 Financials 3.8%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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