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
601
$271K 0.03%
5,147
+412
602
$270K 0.03%
1,678
+171
603
$269K 0.03%
+54,579
604
$268K 0.03%
4,038
-48
605
$268K 0.03%
+24,109
606
$263K 0.03%
1,086
-67
607
$261K 0.03%
16,200
-330
608
$261K 0.03%
1,197
-25
609
$258K 0.03%
1,766
+103
610
$257K 0.03%
6,602
-448
611
$257K 0.03%
8,501
-1,210
612
$255K 0.03%
+9,609
613
$255K 0.03%
4,838
-284
614
$254K 0.03%
5,076
-18,343
615
$254K 0.03%
2,081
+109
616
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617
$249K 0.03%
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618
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+1,075
619
$247K 0.03%
3,225
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620
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621
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+1,725
622
$242K 0.03%
+19,240
623
$242K 0.03%
6,568
+148
624
$239K 0.03%
1,690
-10
625
$238K 0.03%
3,669
+14
23 24
25
26 27