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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$303K 0.02%
5,200
-2,000
602
$302K 0.02%
18,863
+1,069
603
$302K 0.02%
3,144
-263
604
$301K 0.02%
2,187
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605
$300K 0.02%
1,776
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606
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1,951
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607
$298K 0.02%
52,045
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608
$297K 0.02%
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609
$296K 0.02%
20,092
-36,466
610
$296K 0.02%
+2,408
611
$295K 0.02%
6,478
+1,379
612
$295K 0.02%
2,726
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613
$295K 0.02%
2,908
-473
614
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+4,713
615
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616
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617
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45,403
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618
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619
$291K 0.02%
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620
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4,185
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621
$288K 0.02%
6,257
-263
622
$286K 0.02%
+709
623
$285K 0.02%
3,647
+266
624
$285K 0.02%
1,441
-273
625
$284K 0.02%
13,080
+3,816
23 24
25
26 27