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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.67M
3
+$8.07M
4
USRT icon
iShares Core US REIT ETF
USRT
+$6.67M
5
HMY icon
Harmony Gold Mining
HMY
+$5.77M

Top Sells

1
+$42.4M
2
+$15.4M
3
+$13.7M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.36%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$434K 0.02%
39,855
-2,305
652
$434K 0.02%
12,409
-1,447
653
$434K 0.02%
5,244
+766
654
$432K 0.02%
2,042
-1,757
655
$429K 0.02%
19,427
+2,880
656
$429K 0.02%
16,211
+2,391
657
$427K 0.02%
24,110
+1,269
658
$427K 0.02%
1,223
+11
659
$427K 0.02%
24,403
+3,906
660
$425K 0.02%
+6,153
661
$425K 0.02%
+9,641
662
$425K 0.02%
15,790
-7,064
663
$424K 0.02%
19,935
+310
664
$423K 0.02%
+56,745
665
$421K 0.02%
27,227
+3,911
666
$421K 0.02%
41,120
-285
667
$420K 0.02%
10,395
-606
668
$419K 0.02%
4,147
-144
669
$419K 0.02%
37,391
-2,303
670
$419K 0.02%
+8,019
671
$418K 0.02%
11,162
-164
672
$417K 0.02%
+7,088
673
$415K 0.02%
16,030
+97
674
$414K 0.02%
+23,993
675
$414K 0.02%
5,418
-42
25 26
27
28 29