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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$588K 0.03%
16,787
+2,338
527
$587K 0.03%
11,600
+646
528
$586K 0.03%
21,668
+3,524
529
$585K 0.03%
2,783
-104
530
$581K 0.03%
8,854
+257
531
$581K 0.03%
60,736
+41,608
532
$581K 0.03%
14,611
+1,968
533
$580K 0.03%
2,275
-164
534
$579K 0.03%
24,702
-25,823
535
$578K 0.03%
19,527
-84
536
$577K 0.03%
14,639
+330
537
$576K 0.03%
8,565
+515
538
$574K 0.03%
32,056
+4,870
539
$572K 0.03%
8,571
+1,582
540
$569K 0.03%
28,656
+5,786
541
$569K 0.03%
+14,340
542
$566K 0.03%
153,139
+131,293
543
$565K 0.03%
16,599
+5,595
544
$560K 0.03%
2,592
-3,303
545
$559K 0.03%
16,360
+268
546
$559K 0.03%
8,623
-6,538
547
$558K 0.03%
36,284
+3,650
548
$557K 0.03%
5,582
+6
549
$557K 0.03%
11,549
+5
550
$556K 0.03%
4,174
-1,257
20 21
22
23 24