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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$284K 0.02%
3,413
+629
627
$283K 0.02%
+72,007
628
$282K 0.02%
2,161
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629
$282K 0.02%
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630
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631
$282K 0.02%
9,312
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3,524
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633
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1,246
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634
$279K 0.02%
25,130
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635
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636
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2,659
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637
$277K 0.02%
651
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638
$277K 0.02%
2,468
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639
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+4,024
640
$274K 0.02%
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$272K 0.02%
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642
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644
$271K 0.02%
7,351
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645
$269K 0.02%
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646
$269K 0.02%
4,511
-8,952
647
$267K 0.02%
+3,287
648
$266K 0.02%
2,306
-166
649
$266K 0.02%
13,290
-4,395
650
$266K 0.02%
766
+22
24 25
26
27 28