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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$229K 0.02%
+6,119
627
$228K 0.02%
28,168
+12,265
628
$228K 0.02%
+3,625
629
$227K 0.02%
+10,291
630
$227K 0.02%
1,009
-56,401
631
$226K 0.02%
7,087
-19,990
632
$226K 0.02%
+1,519
633
$226K 0.02%
+3,323
634
$226K 0.02%
11,589
-33,139
635
$225K 0.02%
4,967
-30,640
636
$225K 0.02%
7,306
-8,872
637
$222K 0.02%
+8,289
638
$222K 0.02%
+31,032
639
$222K 0.02%
+7,253
640
$222K 0.02%
+6,248
641
$222K 0.02%
+6,795
642
$221K 0.02%
+1,822
643
$220K 0.02%
+8,112
644
$219K 0.02%
+6,050
645
$219K 0.02%
+8,118
646
$219K 0.02%
13,400
+10,848
647
$218K 0.02%
+13,298
648
$218K 0.02%
+16,687
649
$216K 0.02%
+6,480
650
$216K 0.02%
6,170
-56,310
24 25
26
27 28