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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$309K 0.02%
5,148
-78
627
$309K 0.02%
11,661
-715
628
$306K 0.02%
3,253
-126
629
$306K 0.02%
16,193
-389
630
$305K 0.02%
2,965
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631
$304K 0.02%
+14,661
632
$304K 0.02%
12,746
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633
$302K 0.02%
+4,869
634
$300K 0.02%
12,185
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635
$299K 0.02%
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636
$299K 0.02%
2,588
-53
637
$299K 0.02%
3,297
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638
$299K 0.02%
2,134
-88
639
$297K 0.02%
+11,399
640
$294K 0.02%
+10,897
641
$293K 0.02%
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642
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643
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644
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645
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646
$289K 0.02%
8,001
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647
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5,746
-721
648
$286K 0.02%
766
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649
$282K 0.02%
11,290
-2,610
650
$281K 0.02%
745
-365
24 25
26
27 28