FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$16.8M
3
+$14.9M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.79M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.48M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.91%
3 Industrials 4.33%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$346K 0.02%
3,330
+237
652
$346K 0.02%
+2,297
653
$346K 0.02%
8,906
-4,205
654
$346K 0.02%
22,269
-10,320
655
$345K 0.02%
+15,633
656
$345K 0.02%
+11,067
657
$345K 0.02%
22,650
-2,445
658
$344K 0.02%
10,261
-5,328
659
$344K 0.02%
+1,087
660
$344K 0.02%
9,163
-1,002
661
$344K 0.02%
14,991
+2,135
662
$343K 0.02%
15,429
+943
663
$342K 0.02%
+5,637
664
$339K 0.02%
4,003
-461
665
$338K 0.02%
3,800
+103
666
$337K 0.02%
13,173
+2,100
667
$334K 0.02%
10,481
+145
668
$334K 0.02%
+13,876
669
$333K 0.02%
+8,461
670
$332K 0.02%
9,479
+4,076
671
$332K 0.02%
17,650
+1,210
672
$330K 0.02%
3,973
-72
673
$330K 0.02%
+4,670
674
$328K 0.02%
5,484
+1,454
675
$328K 0.02%
+20,544
25 26
27
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