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
601
$395K 0.02%
31,159
-13,866
602
$390K 0.02%
8,094
+617
603
$388K 0.02%
42,453
-6,816
604
$387K 0.02%
15,069
+4,786
605
$386K 0.02%
6,076
+2,596
606
$385K 0.02%
15,244
-49,774
607
$385K 0.02%
5,365
-1,460
608
$385K 0.02%
2,365
-271
609
$384K 0.02%
13,843
+5,706
610
$382K 0.02%
6,634
+816
611
$382K 0.02%
+3,546
612
$380K 0.02%
4,408
+18
613
$379K 0.02%
5,229
+892
614
$379K 0.02%
9,210
+3,000
615
$376K 0.02%
98,860
-34,517
616
$376K 0.02%
6,476
+250
617
$375K 0.02%
7,337
+462
618
$374K 0.02%
+4,317
619
$373K 0.02%
8,952
+2,291
620
$371K 0.02%
2,748
+49
621
$369K 0.02%
7,400
+165
622
$369K 0.02%
+19,750
623
$368K 0.02%
19,826
-2,674
624
$367K 0.02%
6,050
+11
625
$367K 0.02%
7,901
+1,270
23 24
25
26 27