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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$465K 0.04%
7,501
+254
527
$464K 0.04%
+14,098
528
$459K 0.04%
2,164
+36
529
$456K 0.03%
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-400
530
$455K 0.03%
4,523
-395
531
$452K 0.03%
2,756
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532
$451K 0.03%
3,934
-493
533
$449K 0.03%
8,179
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534
$445K 0.03%
+11,860
535
$443K 0.03%
+8,008
536
$440K 0.03%
2,485
-177
537
$439K 0.03%
8,027
-162
538
$436K 0.03%
1,694
-33
539
$436K 0.03%
5,674
+1,494
540
$436K 0.03%
1,838
-128
541
$433K 0.03%
17,110
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$433K 0.03%
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543
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14,092
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544
$432K 0.03%
5,376
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545
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1,286
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546
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7,328
+651
547
$427K 0.03%
3,824
-166
548
$426K 0.03%
2,820
+263
549
$424K 0.03%
55,232
-1,028
550
$424K 0.03%
25,192
+7,316
20 21
22
23 24