FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$974M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$41.1M
3
+$9.29M
4
ORAN
Orange
ORAN
+$8.62M
5
QCOM icon
Qualcomm
QCOM
+$5.77M

Top Sells

1
+$104M
2
+$47.3M
3
+$8.04M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.24M
5
LUMN icon
Lumen
LUMN
+$5.3M

Sector Composition

1 Healthcare 9.14%
2 Technology 6%
3 Industrials 5.32%
4 Financials 3.74%
5 Consumer Discretionary 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$154K 0.02%
13,241
+529
627
$151K 0.02%
13,358
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628
$151K 0.02%
+60,423
629
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-279
630
$137K 0.01%
10,873
-283
631
$125K 0.01%
45,723
-3,668
632
$125K 0.01%
18,683
-191
633
$121K 0.01%
+10,107
634
$118K 0.01%
+10,137
635
$116K 0.01%
+18,165
636
$109K 0.01%
12,376
-1,498
637
$109K 0.01%
+13,368
638
$103K 0.01%
4,590
-764
639
$102K 0.01%
+12,704
640
$102K 0.01%
696
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641
$101K 0.01%
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642
$99K 0.01%
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4,544
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$83K 0.01%
13,064
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$77K 0.01%
190
647
$72K 0.01%
+14,925
648
$61K 0.01%
2,060
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649
$57K 0.01%
90,907
+788
650
$53K 0.01%
25,694
-35,255
24 25
26
27 28