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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$215K 0.02%
+24,320
652
$215K 0.02%
+3,577
653
$215K 0.02%
5,040
-2,272
654
$215K 0.02%
15,866
-23,202
655
$215K 0.02%
12,626
-2,949
656
$215K 0.02%
+6,108
657
$215K 0.02%
8,461
+3,069
658
$214K 0.02%
+3,715
659
$214K 0.02%
+3,603
660
$214K 0.02%
6,056
-7,585
661
$213K 0.02%
+2,438
662
$212K 0.02%
+2,457
663
$212K 0.02%
6,868
-7,700
664
$211K 0.02%
3,131
-16,500
665
$211K 0.02%
+22,342
666
$211K 0.02%
+12,104
667
$211K 0.02%
1,704
-85
668
$211K 0.02%
+2,026
669
$210K 0.02%
10,992
+6,404
670
$209K 0.02%
+6,594
671
$208K 0.02%
+7,864
672
$208K 0.02%
42,275
-383,315
673
$207K 0.02%
+3,325
674
$207K 0.02%
+4,476
675
$206K 0.02%
+2,408
25 26
27
28 29