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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$479K 0.03%
25,347
+9,627
527
$478K 0.03%
12,631
+1,289
528
$475K 0.03%
17,973
+7,373
529
$473K 0.03%
2,642
-2,190
530
$464K 0.03%
12,871
-772
531
$464K 0.03%
82,292
+29,424
532
$464K 0.03%
3,873
+209
533
$462K 0.03%
33,475
+6,223
534
$460K 0.03%
2,744
-461
535
$459K 0.03%
9,997
+1,660
536
$459K 0.03%
+8,918
537
$455K 0.03%
58,479
+3,319
538
$455K 0.03%
13,569
+306
539
$453K 0.03%
7,646
-37
540
$452K 0.03%
11,413
+2,495
541
$451K 0.03%
5,590
+966
542
$451K 0.03%
51,739
-16,022
543
$451K 0.03%
5,895
-2,498
544
$450K 0.03%
+15,553
545
$449K 0.03%
19,323
+657
546
$449K 0.03%
10,678
+1,114
547
$446K 0.03%
3,916
-3,064
548
$443K 0.03%
4,129
-2,776
549
$443K 0.03%
38,822
+7,024
550
$442K 0.03%
18,918
+3,079
20 21
22
23 24