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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$281K 0.02%
+2,638
527
$279K 0.02%
54,852
-4,956
528
$279K 0.02%
7,707
+298
529
$278K 0.02%
9,745
-375
530
$277K 0.02%
+3,411
531
$277K 0.02%
3,331
-3,697
532
$277K 0.02%
5,544
-8,528
533
$275K 0.02%
87,240
+14,671
534
$274K 0.02%
3,030
-90
535
$274K 0.02%
10,003
-917
536
$273K 0.02%
6,397
-204
537
$273K 0.02%
10,234
-2,730
538
$273K 0.02%
1,520
-94
539
$273K 0.02%
7,560
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540
$272K 0.02%
7,811
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541
$272K 0.02%
12,892
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$269K 0.02%
6,648
-8,194
543
$268K 0.02%
2,449
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544
$267K 0.02%
22,114
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545
$267K 0.02%
4,558
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546
$264K 0.02%
5,617
-948
547
$262K 0.02%
42,059
+3,266
548
$262K 0.02%
14,476
-396
549
$261K 0.02%
6,184
-50
550
$261K 0.02%
5,977
-68
20 21
22
23 24