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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$525K 0.04%
8,557
+1,274
527
$522K 0.04%
9,158
+197
528
$522K 0.04%
56,260
-1,251
529
$520K 0.04%
6,449
-139
530
$518K 0.04%
15,655
-150
531
$518K 0.04%
24,448
-19,513
532
$518K 0.04%
12,030
+988
533
$516K 0.04%
7,707
-1,181
534
$506K 0.04%
1,144
-79
535
$503K 0.04%
12,576
+65
536
$501K 0.04%
16,150
-450
537
$498K 0.04%
17,322
+9,570
538
$497K 0.04%
32,284
+15,194
539
$496K 0.04%
8,714
-865
540
$492K 0.04%
24,361
+3,430
541
$491K 0.04%
13,165
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542
$490K 0.04%
3,109
-262
543
$488K 0.04%
3,072
-102
544
$485K 0.04%
7,834
+637
545
$483K 0.04%
1,727
+444
546
$483K 0.04%
3,259
+114
547
$482K 0.04%
7,092
-237
548
$481K 0.04%
1,966
-66
549
$480K 0.04%
1,258
+417
550
$479K 0.04%
+8,043
20 21
22
23 24