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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$225K 0.02%
+1,793
602
$224K 0.02%
2,782
+145
603
$221K 0.02%
6,377
+24
604
$220K 0.02%
2,161
-12
605
$220K 0.02%
3,435
-686
606
$219K 0.02%
2,401
+9
607
$219K 0.02%
43,450
+382
608
$217K 0.02%
+1,458
609
$214K 0.02%
1,835
+36
610
$213K 0.02%
+1,708
611
$213K 0.02%
3,937
-41
612
$213K 0.02%
+2,522
613
$212K 0.02%
4,577
-1
614
$212K 0.02%
+10,823
615
$212K 0.02%
6,720
-2,542
616
$209K 0.02%
2,949
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617
$207K 0.02%
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618
$206K 0.02%
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619
$206K 0.02%
7,028
+96
620
$206K 0.02%
8,732
-324
621
$205K 0.02%
+6,122
622
$205K 0.02%
+14,792
623
$203K 0.02%
+1,521
624
$201K 0.02%
+7,820
625
$193K 0.02%
12,875
-640
23 24
25
26 27