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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$564K 0.04%
11,811
+978
502
$563K 0.04%
12,457
-1,018
503
$562K 0.04%
15,455
-436
504
$562K 0.04%
2,560
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505
$562K 0.04%
7,342
+915
506
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14,672
-6,422
507
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9,299
+312
508
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14,813
-1,246
509
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20,471
+1,769
510
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2,421
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511
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5,987
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512
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3,841
-209
513
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1,167
-2,674
514
$543K 0.04%
1,900
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515
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516
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20,318
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517
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518
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19,737
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519
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3,604
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520
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5,231
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521
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5,356
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522
$530K 0.04%
10,734
-459
523
$528K 0.04%
14,533
-1,157
524
$528K 0.04%
+25,550
525
$528K 0.04%
3,420
-228
19 20
21
22 23