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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$280K 0.02%
4,497
+273
652
$279K 0.02%
2,180
-591
653
$278K 0.02%
3,134
-682
654
$277K 0.02%
2,384
+215
655
$276K 0.02%
+6,816
656
$276K 0.02%
3,778
-23
657
$275K 0.02%
4,724
-5,124
658
$274K 0.02%
8,136
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659
$274K 0.02%
5,375
-21,168
660
$274K 0.02%
2,886
-3,244
661
$273K 0.02%
5,297
-256
662
$272K 0.02%
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663
$271K 0.02%
9,155
-1,424
664
$269K 0.02%
460
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665
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4,502
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666
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666
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668
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669
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360
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670
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1,488
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671
$260K 0.02%
5,681
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$260K 0.02%
15,938
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673
$260K 0.02%
2,121
-77
674
$259K 0.02%
7,694
+1,601
675
$259K 0.02%
+11,152
25 26
27
28 29