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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$210K 0.02%
+16,655
502
$210K 0.02%
2,367
-62
503
$210K 0.02%
5,120
-1,818
504
$210K 0.02%
3,458
-2,364
505
$208K 0.02%
14,157
-2,989
506
$207K 0.02%
19,705
-1,715
507
$205K 0.02%
+1,596
508
$205K 0.02%
2,541
-489
509
$203K 0.02%
1,892
+57
510
$203K 0.02%
6,155
-1,229
511
$201K 0.02%
5,715
-2,126
512
$201K 0.02%
6,368
-2,055
513
$201K 0.02%
3,302
-838
514
$200K 0.02%
4,509
-1,360
515
$196K 0.02%
89,017
+1,777
516
$195K 0.02%
+114,427
517
$191K 0.02%
12,912
-2,444
518
$187K 0.02%
11,062
-3,347
519
$181K 0.02%
11,917
-975
520
$180K 0.02%
+11,811
521
$175K 0.02%
+14,194
522
$170K 0.02%
13,414
-3,740
523
$168K 0.02%
+26,372
524
$166K 0.02%
+55,167
525
$165K 0.02%
11,362
-1,513
19 20
21
22 23