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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$523K 0.03%
21,565
-2,583
502
$522K 0.03%
26,764
+12,528
503
$520K 0.03%
28,975
+7,855
504
$519K 0.03%
16,494
-2,935
505
$510K 0.03%
7,274
-1,064
506
$509K 0.03%
78,586
+5,110
507
$509K 0.03%
10,560
+332
508
$507K 0.03%
8,520
+2,777
509
$506K 0.03%
6,970
-1,008
510
$506K 0.03%
41,831
+777
511
$506K 0.03%
44,508
+18,154
512
$502K 0.03%
3,583
-102
513
$498K 0.03%
+17,419
514
$495K 0.03%
11,791
+5,915
515
$493K 0.03%
6,064
+763
516
$492K 0.03%
2,975
-2,607
517
$492K 0.03%
10,446
+5,048
518
$491K 0.03%
+11,742
519
$491K 0.03%
11,829
+3,468
520
$490K 0.03%
5,531
-1,365
521
$490K 0.03%
16,104
+1,639
522
$489K 0.03%
23,711
+5,225
523
$484K 0.03%
8,920
-3,043
524
$483K 0.03%
13,319
+671
525
$482K 0.03%
7,405
-6,179
19 20
21
22 23