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
576
$438K 0.03%
13,460
-310
577
$437K 0.03%
+2,476
578
$436K 0.03%
5,294
+88
579
$435K 0.03%
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-245
580
$435K 0.03%
22,017
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581
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11,015
+2,623
582
$433K 0.03%
3,692
-2,727
583
$431K 0.03%
7,682
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584
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4,375
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585
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586
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7,119
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587
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2,662
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588
$426K 0.03%
7,510
-230
589
$423K 0.03%
3,804
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590
$423K 0.03%
6,103
-56
591
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-2,096
593
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1,110
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595
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33,010
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596
$415K 0.03%
4,889
-2,054
597
$410K 0.03%
6,109
-59
598
$409K 0.03%
6,449
-2,821
599
$407K 0.03%
6,467
-2,920
600
$406K 0.03%
1,282
+91
22 23
24
25 26