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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$371K 0.03%
1,876
-1,016
527
$370K 0.03%
4,643
-619
528
$368K 0.03%
2,204
+169
529
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33,448
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530
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531
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3,858
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532
$366K 0.03%
2,782
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533
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11,524
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534
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535
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+8,083
536
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+22,667
537
$360K 0.03%
1,912
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538
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539
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43,323
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540
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541
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2,049
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3,165
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544
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$353K 0.03%
7,308
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546
$352K 0.03%
3,473
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547
$349K 0.03%
8,869
-10,533
548
$348K 0.03%
3,339
+201
549
$347K 0.03%
2,365
-53
550
$347K 0.03%
+4,246
20 21
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