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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$423K 0.03%
3,736
-8,185
552
$422K 0.03%
7,631
-56
553
$421K 0.03%
4,048
+321
554
$421K 0.03%
6,856
+358
555
$418K 0.03%
11,743
+90
556
$415K 0.03%
3,079
+164
557
$414K 0.03%
3,687
-137
558
$414K 0.03%
7,460
-9,029
559
$413K 0.03%
7,743
+61
560
$413K 0.03%
1,304
+133
561
$411K 0.03%
35,936
+1,169
562
$410K 0.03%
11,081
+1,174
563
$410K 0.03%
4,757
-537
564
$407K 0.03%
10,716
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565
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567
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11,346
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569
$403K 0.03%
3,001
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570
$401K 0.03%
7,984
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571
$398K 0.03%
3,385
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572
$397K 0.03%
3,362
-442
573
$397K 0.03%
5,079
+629
574
$396K 0.03%
20,325
+89
575
$394K 0.03%
10,046
+802
21 22
23
24 25