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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$367K 0.02%
6,640
+1,713
627
$366K 0.02%
5,868
+1,108
628
$363K 0.02%
19,478
+9,191
629
$363K 0.02%
5,043
-5,453
630
$362K 0.02%
+9,412
631
$361K 0.02%
2,788
-125
632
$360K 0.02%
7,834
+2,084
633
$360K 0.02%
7,329
+2,154
634
$360K 0.02%
+3,124
635
$357K 0.02%
24,265
+10,385
636
$356K 0.02%
10,788
+4,151
637
$355K 0.02%
24,968
+4,409
638
$354K 0.02%
+34,097
639
$353K 0.02%
+5,991
640
$352K 0.02%
5,771
+1,169
641
$352K 0.02%
6,906
+432
642
$351K 0.02%
8,999
+157
643
$351K 0.02%
7,595
-811
644
$351K 0.02%
6,251
-447
645
$350K 0.02%
6,486
+53
646
$348K 0.02%
3,369
-117
647
$348K 0.02%
38,507
-10,395
648
$347K 0.02%
2,921
+455
649
$347K 0.02%
7,963
+490
650
$347K 0.02%
2,995
+179
24 25
26
27 28