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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$510K 0.04%
24,370
-413
502
$508K 0.04%
1,924
-1,836
503
$506K 0.04%
160,766
-11,278
504
$505K 0.04%
1,058
-109
505
$503K 0.04%
10,458
-276
506
$500K 0.04%
37,529
+8,473
507
$496K 0.04%
19,556
+10,579
508
$494K 0.04%
7,428
-279
509
$492K 0.04%
3,284
-87
510
$490K 0.04%
13,950
-583
511
$486K 0.04%
23,840
-55,058
512
$483K 0.04%
64,183
+29,326
513
$482K 0.04%
+42,969
514
$481K 0.04%
+3,915
515
$477K 0.04%
22,405
-1,956
516
$476K 0.04%
5,027
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517
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16,446
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518
$473K 0.04%
11,340
-690
519
$472K 0.04%
11,129
-366
520
$472K 0.04%
2,447
+1
521
$471K 0.04%
5,804
-3,521
522
$468K 0.04%
14,389
+1,399
523
$467K 0.04%
+8,558
524
$466K 0.04%
12,775
-390
525
$465K 0.04%
4,780
-1,207
19 20
21
22 23