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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$237K 0.03%
3,378
-414
627
$237K 0.03%
+6,741
628
$235K 0.03%
+668
629
$234K 0.03%
1,176
-413
630
$233K 0.03%
3,630
-7
631
$231K 0.03%
2,514
-233
632
$230K 0.03%
927
-24
633
$228K 0.03%
2,287
-522
634
$228K 0.03%
+6,107
635
$227K 0.03%
7,275
-4,077
636
$225K 0.03%
19,284
-1,134
637
$224K 0.03%
+2,370
638
$223K 0.03%
+503
639
$222K 0.03%
784
-3,991
640
$221K 0.02%
1,312
-272
641
$218K 0.02%
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-261
642
$218K 0.02%
9,130
-3,575
643
$218K 0.02%
11,886
-508
644
$214K 0.02%
+4,658
645
$213K 0.02%
37,065
+5,922
646
$213K 0.02%
+3,428
647
$213K 0.02%
+1,946
648
$212K 0.02%
+6,980
649
$211K 0.02%
+4,647
650
$208K 0.02%
+2,948
24 25
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