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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$477K 0.04%
10,277
-31
552
$477K 0.04%
8,205
-1,502
553
$475K 0.04%
8,189
+143
554
$475K 0.04%
5,071
-617
555
$474K 0.04%
3,541
-1,001
556
$473K 0.04%
+3,105
557
$467K 0.03%
2,128
+7
558
$467K 0.03%
34,342
-220
559
$463K 0.03%
34,932
-3,641
560
$461K 0.03%
20,236
-2,001
561
$460K 0.03%
26,623
+4,564
562
$458K 0.03%
18,089
-1,385
563
$458K 0.03%
2,446
+1
564
$455K 0.03%
2,557
-155
565
$454K 0.03%
3,727
-1,242
566
$454K 0.03%
10,311
+3,137
567
$445K 0.03%
5,420
+369
568
$445K 0.03%
7,425
-564
569
$444K 0.03%
8,650
-2,758
570
$441K 0.03%
13,157
+3,715
571
$440K 0.03%
3,990
-375
572
$440K 0.03%
12,990
-6,603
573
$440K 0.03%
4,636
-1,484
574
$439K 0.03%
11,495
-631
575
$438K 0.03%
7,247
+1,383
21 22
23
24 25