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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$309K 0.02%
15,821
+13,878
527
$308K 0.02%
54,577
+50,130
528
$307K 0.02%
30,301
+13,442
529
$307K 0.02%
3,645
-3,323
530
$306K 0.02%
6,588
-6,288
531
$306K 0.02%
7,580
-107,476
532
$306K 0.02%
+14,894
533
$305K 0.02%
13,446
-2,656
534
$304K 0.02%
+2,843
535
$303K 0.02%
7,207
-10,707
536
$301K 0.02%
+3,781
537
$301K 0.02%
+10,096
538
$300K 0.02%
+29,819
539
$298K 0.02%
9,370
-16,021
540
$298K 0.02%
2,134
-8,140
541
$297K 0.02%
9,086
+1,098
542
$296K 0.02%
5,799
-88,993
543
$296K 0.02%
2,976
-18,329
544
$296K 0.02%
+8,242
545
$295K 0.02%
14,280
+10,816
546
$295K 0.02%
8,522
-40,100
547
$293K 0.02%
+9,876
548
$293K 0.02%
2,379
-4,551
549
$293K 0.02%
52,740
+48,994
550
$293K 0.02%
+5,138
20 21
22
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