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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$360K 0.04%
7,354
-451
527
$358K 0.04%
+29,188
528
$356K 0.04%
5,483
+56
529
$356K 0.04%
7,129
+22
530
$356K 0.04%
5,700
-8,337
531
$354K 0.04%
8,715
-17,722
532
$353K 0.04%
6,693
-2,069
533
$352K 0.04%
+4,558
534
$352K 0.04%
2,132
+34
535
$351K 0.04%
38,413
-4,349
536
$349K 0.04%
11,262
-411
537
$349K 0.04%
7,326
-822
538
$347K 0.04%
8,533
+457
539
$347K 0.04%
12,274
-397
540
$344K 0.04%
12,796
-341
541
$344K 0.04%
13,033
-1,286
542
$344K 0.04%
6,819
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543
$343K 0.04%
3,392
-1,094
544
$343K 0.04%
+10,931
545
$343K 0.04%
32,846
-1,799
546
$343K 0.04%
9,562
-1,348
547
$342K 0.04%
+7,060
548
$342K 0.04%
5,486
-142
549
$340K 0.04%
+4,155
550
$339K 0.04%
18,633
+929
20 21
22
23 24