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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$292K 0.02%
+3,681
552
$291K 0.02%
+16,895
553
$290K 0.02%
4,703
-20,054
554
$289K 0.02%
+3,469
555
$287K 0.02%
21,235
+4,187
556
$284K 0.02%
383
-8,210
557
$283K 0.02%
4,123
+362
558
$283K 0.02%
+2,223
559
$283K 0.02%
8,784
-4,271
560
$283K 0.02%
7,354
-7,230
561
$282K 0.02%
4,149
-7,121
562
$282K 0.02%
13,608
+8,016
563
$279K 0.02%
6,474
-10,161
564
$279K 0.02%
4,959
+1,255
565
$278K 0.02%
11,737
+5,836
566
$278K 0.02%
8,540
-6,615
567
$276K 0.02%
10,156
+6,683
568
$276K 0.02%
6,383
-103,351
569
$275K 0.02%
48,031
-2,890
570
$274K 0.02%
3,620
-1,357
571
$274K 0.02%
+1,924
572
$273K 0.02%
4,297
-17,561
573
$272K 0.02%
4,070
-74,357
574
$272K 0.02%
15,053
-6,058
575
$270K 0.02%
4,956
-8,525
21 22
23
24 25