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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$390K 0.04%
10,394
-13,150
502
$389K 0.04%
3,693
-157
503
$387K 0.04%
+22,137
504
$387K 0.04%
4,668
-453
505
$387K 0.04%
20,803
+323
506
$385K 0.04%
7,468
+637
507
$384K 0.04%
5,924
+204
508
$382K 0.04%
+46,640
509
$382K 0.04%
16,614
-4,817
510
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33,039
+9,116
511
$378K 0.04%
2,047
-193
512
$377K 0.04%
939
-8
513
$376K 0.04%
+13,317
514
$376K 0.04%
21,227
-49,795
515
$374K 0.04%
19,919
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516
$373K 0.04%
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517
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518
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80,600
-3,571
519
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2,856
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520
$365K 0.04%
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521
$364K 0.04%
17,694
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522
$362K 0.04%
2,666
-151
523
$362K 0.04%
+12,771
524
$361K 0.04%
6,604
+202
525
$360K 0.04%
2,178
-242
19 20
21
22 23