FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+4.15%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$770M
AUM Growth
+$204M
(+36%)
Cap. Flow
+$190M
Cap. Flow
% of AUM
24.67%
Top 10 Holdings %
Top 10 Hldgs %
38.91%
Holding
638
New
145
Increased
328
Reduced
117
Closed
48
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$83.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$19M |
| 3 |
Invesco QQQ Trust
QQQ
|
$13.6M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$9.93M |
| 5 |
ORAN
Orange
ORAN
|
$4.68M |
Top Sells
Sector Composition
| 1 | Healthcare | 5.57% |
| 2 | Technology | 5.07% |
| 3 | Industrials | 4.76% |
| 4 | Financials | 3.2% |
| 5 | Consumer Discretionary | 2.82% |
