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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$311K 0.04%
4,436
-495
577
$311K 0.04%
72,721
-12
578
$305K 0.03%
+12,181
579
$305K 0.03%
2,197
-123
580
$304K 0.03%
15,065
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581
$304K 0.03%
3,213
-3,551
582
$303K 0.03%
3,155
-163
583
$300K 0.03%
2,438
-7,579
584
$300K 0.03%
+2,149
585
$299K 0.03%
+1,407
586
$297K 0.03%
497
+7
587
$294K 0.03%
13,334
+330
588
$289K 0.03%
564
-1
589
$288K 0.03%
3,411
-275
590
$286K 0.03%
9,988
-386
591
$282K 0.03%
1,881
-24
592
$282K 0.03%
6,560
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593
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3,207
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594
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1,994
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595
$278K 0.03%
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596
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8,741
+97
597
$276K 0.03%
43,953
+5,196
598
$273K 0.03%
5,525
-413
599
$273K 0.03%
+5,712
600
$272K 0.03%
20,357
+1,624
22 23
24
25 26