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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$441K 0.03%
7,537
+2,328
552
$441K 0.03%
30,895
+6,824
553
$440K 0.03%
12,546
-3,131
554
$438K 0.03%
12,894
+1,328
555
$438K 0.03%
13,210
-89
556
$437K 0.03%
11,616
+4,744
557
$435K 0.03%
11,582
-3,940
558
$435K 0.03%
+909
559
$435K 0.03%
19,840
+6,901
560
$434K 0.03%
6,959
-3,228
561
$434K 0.03%
1,746
+493
562
$433K 0.03%
3,970
+93
563
$431K 0.03%
9,716
-1,223
564
$430K 0.03%
5,685
+924
565
$430K 0.03%
32,906
-5,460
566
$429K 0.03%
44,416
+2,280
567
$429K 0.03%
16,052
+3,347
568
$428K 0.02%
+17,073
569
$428K 0.02%
8,344
-512
570
$427K 0.02%
6,319
+1,266
571
$427K 0.02%
7,557
-1,292
572
$427K 0.02%
+70,827
573
$426K 0.02%
+2,184
574
$426K 0.02%
22,474
+4,043
575
$425K 0.02%
23,186
-2,781
21 22
23
24 25