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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$340K 0.03%
677
+7
652
$340K 0.03%
5,703
-992
653
$338K 0.03%
1,008
-1,354
654
$338K 0.03%
1,633
-83
655
$336K 0.03%
2,638
+236
656
$334K 0.02%
5,226
-1,398
657
$329K 0.02%
13,900
+2,801
658
$329K 0.02%
34,767
-5,084
659
$329K 0.02%
+7,944
660
$328K 0.02%
5,044
-1,166
661
$327K 0.02%
9,832
+927
662
$327K 0.02%
6,859
+2,201
663
$326K 0.02%
9,431
-847
664
$326K 0.02%
+6,440
665
$325K 0.02%
3,379
-167
666
$319K 0.02%
8,497
+671
667
$319K 0.02%
+9,922
668
$316K 0.02%
4,115
+313
669
$315K 0.02%
5,629
-1,895
670
$315K 0.02%
17,876
+6,137
671
$314K 0.02%
+14,474
672
$313K 0.02%
4,180
+132
673
$313K 0.02%
2,953
-78
674
$313K 0.02%
1,880
-312
675
$312K 0.02%
1,896
+96
25 26
27
28 29