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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$381K 0.03%
7,172
+2,543
627
$380K 0.03%
9,919
-2,268
628
$380K 0.03%
3,239
-63
629
$379K 0.03%
+7,736
630
$376K 0.03%
2,272
+40
631
$375K 0.03%
7,450
+231
632
$375K 0.03%
83,338
-1,589
633
$371K 0.03%
4,918
-526
634
$371K 0.03%
34,857
-4,626
635
$370K 0.03%
7,994
-358
636
$370K 0.03%
3,118
-1
637
$370K 0.03%
4,082
+107
638
$368K 0.03%
9,244
+247
639
$365K 0.03%
143,042
+491
640
$364K 0.03%
+21,950
641
$359K 0.03%
19,345
+2,491
642
$352K 0.03%
+24,810
643
$349K 0.03%
11,295
+312
644
$348K 0.03%
+5,626
645
$347K 0.03%
1,596
+10
646
$346K 0.03%
1,247
-1
647
$344K 0.03%
4,479
+257
648
$344K 0.03%
5,108
+338
649
$343K 0.03%
10,461
+14
650
$341K 0.03%
2,222
+570
24 25
26
27 28