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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$625K 0.03%
14,405
+7,600
502
$623K 0.03%
32,238
+5,405
503
$623K 0.03%
33,430
+12,244
504
$621K 0.03%
31,858
+5,137
505
$620K 0.03%
10,930
-6,243
506
$620K 0.03%
12,317
+743
507
$619K 0.03%
4,185
+350
508
$615K 0.03%
16,468
+1,480
509
$614K 0.03%
5,776
-681
510
$611K 0.03%
11,579
-71
511
$609K 0.03%
14,748
+880
512
$605K 0.03%
+6,312
513
$602K 0.03%
11,984
-1,033
514
$602K 0.03%
31,503
+2,429
515
$601K 0.03%
3,869
-6,605
516
$599K 0.03%
8,735
-6,367
517
$599K 0.03%
13,050
+3,664
518
$598K 0.03%
5,110
+288
519
$594K 0.03%
+9,375
520
$594K 0.03%
25,787
-130
521
$593K 0.03%
8,145
-913
522
$592K 0.03%
21,220
+123
523
$590K 0.03%
6,356
+11
524
$589K 0.03%
9,224
+5,314
525
$588K 0.03%
9,685
-303
19 20
21
22 23