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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$208K 0.02%
+4,957
652
$208K 0.02%
+7,303
653
$207K 0.02%
+1,192
654
$206K 0.02%
2,180
-169
655
$205K 0.02%
+7,176
656
$205K 0.02%
3,236
-265
657
$205K 0.02%
+6,820
658
$204K 0.02%
+595
659
$204K 0.02%
+4,988
660
$204K 0.02%
+1,447
661
$202K 0.02%
+6,562
662
$201K 0.02%
4,065
-2,117
663
$201K 0.02%
+11,800
664
$198K 0.02%
+11,749
665
$192K 0.02%
56,423
-1,139
666
$189K 0.02%
+12,791
667
$188K 0.02%
37,220
-672
668
$187K 0.02%
+10,467
669
$184K 0.02%
+25,972
670
$182K 0.02%
+12,225
671
$180K 0.02%
+39,397
672
$169K 0.02%
+12,178
673
$161K 0.02%
19,284
-8,361
674
$161K 0.02%
18,917
-849
675
$139K 0.02%
11,951
-7,742
25 26
27
28 29