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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$260K 0.02%
21,381
+283
552
$259K 0.02%
+3,700
553
$259K 0.02%
1,631
-7
554
$258K 0.02%
+3,470
555
$258K 0.02%
17,146
+3,257
556
$256K 0.02%
15,305
-182
557
$255K 0.02%
11,524
-1,089
558
$254K 0.02%
6,661
+147
559
$253K 0.02%
3,784
-3,730
560
$253K 0.02%
683
+14
561
$252K 0.02%
10,955
-2,888
562
$251K 0.02%
7,841
-343
563
$251K 0.02%
2,706
-110
564
$250K 0.02%
+4,018
565
$250K 0.02%
1,856
-393
566
$249K 0.02%
1,799
+40
567
$248K 0.02%
4,301
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568
$247K 0.02%
3,252
-238
569
$246K 0.02%
6,938
-76
570
$243K 0.02%
22,407
-1,320
571
$243K 0.02%
+10,272
572
$242K 0.02%
4,182
+24
573
$242K 0.02%
1,716
+361
574
$241K 0.02%
17,709
-3,733
575
$240K 0.02%
13,853
+973
21 22
23
24 25