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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$505K 0.03%
8,468
+3,485
577
$504K 0.03%
27,927
+4,565
578
$503K 0.03%
13,238
+737
579
$501K 0.03%
2,966
-226
580
$501K 0.03%
10,757
+5,639
581
$500K 0.03%
12,565
+1,360
582
$500K 0.03%
6,113
-13
583
$498K 0.03%
7,465
+623
584
$498K 0.03%
16,423
+4,870
585
$497K 0.03%
3,120
-178
586
$497K 0.03%
25,467
-2,509
587
$495K 0.03%
5,465
+113
588
$495K 0.03%
6,375
-19
589
$494K 0.03%
46,664
+35,351
590
$493K 0.03%
7,410
+1,314
591
$491K 0.03%
9,990
+495
592
$489K 0.03%
46,857
+4,797
593
$489K 0.03%
4,529
+1,628
594
$488K 0.02%
7,743
+1,047
595
$486K 0.02%
9,491
-384
596
$485K 0.02%
13,313
-7,480
597
$484K 0.02%
43,038
-5,453
598
$484K 0.02%
31,673
+17,287
599
$483K 0.02%
4,421
-150
600
$483K 0.02%
3,669
+5
22 23
24
25 26