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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$297K 0.03%
2,439
+398
502
$296K 0.03%
2,976
-54
503
$296K 0.03%
+1,458
504
$296K 0.03%
6,022
+745
505
$295K 0.03%
+4,663
506
$294K 0.03%
5,516
-56
507
$293K 0.03%
2,659
-1,047
508
$293K 0.03%
4,046
+211
509
$293K 0.03%
461
+7
510
$292K 0.03%
4,573
-4,136
511
$291K 0.03%
5,486
-1,274
512
$288K 0.03%
6,276
-381
513
$287K 0.03%
17,154
-3,070
514
$287K 0.03%
3,721
-146
515
$286K 0.03%
11,586
-5
516
$286K 0.03%
+22,339
517
$286K 0.03%
2,135
+47
518
$285K 0.03%
2,636
-3,248
519
$284K 0.03%
+3,872
520
$284K 0.03%
3,754
+969
521
$284K 0.03%
54,984
+2,766
522
$283K 0.03%
2,936
-193
523
$283K 0.03%
5,323
-82
524
$282K 0.02%
5,892
-1,092
525
$281K 0.02%
2,388
+123
19 20
21
22 23