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
601
$243K 0.02%
+2,671
602
$243K 0.02%
3,131
-510
603
$242K 0.02%
8,070
-13,114
604
$242K 0.02%
+5,050
605
$242K 0.02%
3,555
+206
606
$242K 0.02%
7,221
+2,274
607
$242K 0.02%
4,257
-10,205
608
$241K 0.02%
+6,356
609
$239K 0.02%
+4,382
610
$238K 0.02%
11,613
-10,445
611
$237K 0.02%
7,696
-381
612
$237K 0.02%
25,974
+22,696
613
$236K 0.02%
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614
$235K 0.02%
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615
$235K 0.02%
8,228
-16,422
616
$234K 0.02%
22,888
-104,196
617
$234K 0.02%
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618
$234K 0.02%
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619
$233K 0.02%
4,780
-4,091
620
$231K 0.02%
+11,008
621
$231K 0.02%
+7,253
622
$231K 0.02%
+8,661
623
$230K 0.02%
+3,653
624
$230K 0.02%
+911
625
$229K 0.02%
+3,545
23 24
25
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