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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$350K 0.03%
137,098
-6,629
627
$349K 0.03%
+1,162
628
$348K 0.03%
7,157
-793
629
$348K 0.03%
14,896
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630
$347K 0.03%
1,169
-23
631
$345K 0.03%
2,966
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632
$344K 0.03%
+18,422
633
$343K 0.03%
7,577
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634
$342K 0.03%
16,328
-14,931
635
$341K 0.03%
11,091
+100
636
$341K 0.03%
13,846
-815
637
$339K 0.02%
6,744
-2,631
638
$337K 0.02%
+3,723
639
$336K 0.02%
+6,002
640
$336K 0.02%
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641
$336K 0.02%
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642
$333K 0.02%
3,929
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643
$333K 0.02%
11,848
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644
$333K 0.02%
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-122
645
$330K 0.02%
+3,770
646
$330K 0.02%
+7,914
647
$330K 0.02%
20,011
-2,857
648
$329K 0.02%
+10,232
649
$328K 0.02%
1,134
-61
650
$325K 0.02%
4,498
+1,230
24 25
26
27 28