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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$550K 0.03%
6,529
+368
552
$549K 0.03%
13,697
+292
553
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554
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555
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4,032
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558
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60,646
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559
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14,531
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560
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29,730
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561
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15,697
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563
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11,945
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7,488
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10,028
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16,996
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572
$511K 0.03%
24,879
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573
$510K 0.03%
30,268
+2,350
574
$507K 0.03%
3,241
-3,292
575
$507K 0.03%
11,848
-394
21 22
23
24 25