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
601
$483K 0.02%
23,367
+1,175
602
$482K 0.02%
9,174
-132
603
$481K 0.02%
8,757
+50
604
$480K 0.02%
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605
$480K 0.02%
9,191
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606
$480K 0.02%
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607
$479K 0.02%
16,361
-603
608
$476K 0.02%
72,704
-366,122
609
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26,424
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610
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22,848
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611
$474K 0.02%
7,768
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612
$473K 0.02%
12,475
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613
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16,431
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614
$469K 0.02%
12,550
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615
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616
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22,663
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617
$463K 0.02%
9,880
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618
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4,109
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619
$462K 0.02%
7,889
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620
$459K 0.02%
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621
$458K 0.02%
7,399
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622
$457K 0.02%
+17,595
623
$456K 0.02%
13,097
-13,852
624
$455K 0.02%
+21,015
625
$452K 0.02%
2,797
-202
23 24
25
26 27