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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$452K 0.02%
13,520
-922
627
$452K 0.02%
29,831
+4,567
628
$450K 0.02%
6,867
+2,157
629
$450K 0.02%
19,914
+157
630
$449K 0.02%
86,294
+227
631
$447K 0.02%
7,455
-10,125
632
$447K 0.02%
+8,086
633
$447K 0.02%
6,253
-18
634
$446K 0.02%
34,068
+12,498
635
$445K 0.02%
10,384
+738
636
$445K 0.02%
31,821
-1,335
637
$442K 0.02%
4,627
+264
638
$441K 0.02%
15,962
+99
639
$440K 0.02%
5,996
+20
640
$440K 0.02%
150,791
+2,615
641
$439K 0.02%
15,158
+1,402
642
$438K 0.02%
+3,407
643
$438K 0.02%
17,240
-4,726
644
$438K 0.02%
+4,381
645
$437K 0.02%
+11,151
646
$437K 0.02%
5,016
647
$436K 0.02%
5,636
-4,561
648
$435K 0.02%
19,191
-893
649
$435K 0.02%
24,743
+1,458
650
$434K 0.02%
12,409
-1,447
24 25
26
27 28