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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$175K 0.02%
13,499
-119
627
$170K 0.02%
13,191
-352
628
$167K 0.01%
70,111
+386
629
$166K 0.01%
25,299
+3,971
630
$162K 0.01%
+11,409
631
$160K 0.01%
12,912
+6
632
$153K 0.01%
23,506
-503
633
$151K 0.01%
+10,108
634
$146K 0.01%
3,650
-14
635
$144K 0.01%
12,773
-306
636
$141K 0.01%
17,122
+175
637
$134K 0.01%
20,691
-7
638
$133K 0.01%
4,099
-225
639
$131K 0.01%
32,370
+191
640
$124K 0.01%
16,967
+32
641
$123K 0.01%
12,104
-291
642
$118K 0.01%
10,712
-269
643
$109K 0.01%
20,929
+218
644
$108K 0.01%
27,763
-9,151
645
$108K 0.01%
11,801
-127
646
$106K 0.01%
10,009
-395
647
$102K 0.01%
27,300
-536
648
$100K 0.01%
26,662
-11,408
649
$99K 0.01%
20,162
+162
650
$97K 0.01%
18,533
-348
24 25
26
27 28