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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$423K 0.02%
13,439
+1,102
577
$423K 0.02%
78,132
+30,549
578
$420K 0.02%
6,309
-687
579
$420K 0.02%
3,846
+247
580
$419K 0.02%
7,132
+1,483
581
$419K 0.02%
4,997
+382
582
$418K 0.02%
2,625
+822
583
$416K 0.02%
13,232
-2,813
584
$414K 0.02%
7,518
+2,776
585
$413K 0.02%
12,296
+1,059
586
$411K 0.02%
52,482
+12,927
587
$411K 0.02%
+5,976
588
$409K 0.02%
3,537
+1,412
589
$409K 0.02%
+11,481
590
$408K 0.02%
13,039
-785
591
$406K 0.02%
10,009
-1,219
592
$404K 0.02%
4,897
-239
593
$404K 0.02%
4,332
-1,431
594
$404K 0.02%
7,213
+200
595
$404K 0.02%
84,135
-10,015
596
$403K 0.02%
79,402
+17,091
597
$402K 0.02%
13,720
+186
598
$400K 0.02%
5,646
-5,696
599
$395K 0.02%
7,839
+2,513
600
$395K 0.02%
9,367
-1,582
22 23
24
25 26