FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$974M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$41.1M
3
+$9.29M
4
ORAN
Orange
ORAN
+$8.62M
5
QCOM icon
Qualcomm
QCOM
+$5.77M

Top Sells

1
+$104M
2
+$47.3M
3
+$8.04M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.24M
5
LUMN icon
Lumen
LUMN
+$5.3M

Sector Composition

1 Healthcare 9.14%
2 Technology 6%
3 Industrials 5.32%
4 Financials 3.74%
5 Consumer Discretionary 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$247K 0.03%
2,557
+473
552
$247K 0.03%
6,566
-456
553
$247K 0.03%
7,958
-372
554
$246K 0.03%
10,165
-226
555
$245K 0.03%
+6,319
556
$245K 0.03%
2,808
-139
557
$245K 0.03%
12,741
+704
558
$245K 0.03%
32,948
+3,138
559
$244K 0.03%
9,654
+502
560
$244K 0.03%
4,998
-80
561
$244K 0.03%
+6,317
562
$243K 0.02%
8,301
-2,303
563
$243K 0.02%
4,352
-177
564
$242K 0.02%
8,196
-1,042
565
$242K 0.02%
+5,006
566
$241K 0.02%
3,621
+92
567
$241K 0.02%
12,211
+2,617
568
$239K 0.02%
717
-29
569
$238K 0.02%
3,064
+876
570
$236K 0.02%
7,906
-1,193
571
$235K 0.02%
2,693
-188
572
$234K 0.02%
32,400
+2,173
573
$234K 0.02%
3,335
+463
574
$234K 0.02%
+24,461
575
$234K 0.02%
21,456
+3,068
21 22
23
24 25