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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$338K 0.03%
15,109
+5,848
502
$338K 0.03%
+12,743
503
$336K 0.03%
17,489
+685
504
$335K 0.03%
6,213
+114
505
$333K 0.03%
2,306
-18,631
506
$333K 0.03%
+4,656
507
$331K 0.03%
+5,131
508
$329K 0.03%
9,931
-586
509
$329K 0.03%
+9,983
510
$329K 0.03%
7,466
-74,531
511
$327K 0.02%
3,266
-9,448
512
$326K 0.02%
+3,627
513
$324K 0.02%
6,505
-11,287
514
$321K 0.02%
24,620
-20,952
515
$320K 0.02%
+5,924
516
$319K 0.02%
+4,606
517
$319K 0.02%
+6,027
518
$318K 0.02%
7,746
-26,796
519
$317K 0.02%
+40,956
520
$316K 0.02%
6,670
+1,237
521
$316K 0.02%
15,783
+10,663
522
$314K 0.02%
76,636
+62,820
523
$312K 0.02%
5,390
-9,421
524
$312K 0.02%
8,370
+4,426
525
$312K 0.02%
11,131
-577
19 20
21
22 23