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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$269K 0.02%
20,192
-19,388
577
$269K 0.02%
7,140
-5,382
578
$268K 0.02%
25,051
-14,143
579
$268K 0.02%
+5,925
580
$266K 0.02%
+12,998
581
$265K 0.02%
11,103
-15,565
582
$262K 0.02%
5,649
-50,345
583
$262K 0.02%
8,940
-577,806
584
$262K 0.02%
10,792
-64,324
585
$260K 0.02%
+9,588
586
$258K 0.02%
4,642
-13,519
587
$258K 0.02%
3,994
-401,033
588
$256K 0.02%
4,095
-12,405
589
$256K 0.02%
+10,676
590
$255K 0.02%
1,814
-16,020
591
$254K 0.02%
+3,767
592
$253K 0.02%
4,447
-3,899
593
$250K 0.02%
+4,890
594
$248K 0.02%
+3,862
595
$247K 0.02%
39,776
+11,811
596
$247K 0.02%
5,764
-4,454
597
$246K 0.02%
+2,083
598
$246K 0.02%
+6,310
599
$244K 0.02%
+2,753
600
$243K 0.02%
+2,700
22 23
24
25 26